See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,591 | $60,323+28.6% | $81,812-5.2% | $74,495+4.2% |
| Participation rate | 37.6% | 62.9%-25.2pp | 72.3%-34.7pp | 67.2%-29.6pp |
| Annual return | 14.04% | 16.90%-2.9pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,372 | $2,620-47.6% | $2,912-52.9% | $2,623-47.7% |
| Participant deferral / active EE | $3,492 | $3,387+3.1% | $4,319-19.1% | $4,346-19.6% |
| Admin fee / account holder | $27,160 | $1,486+1728.0% | $7,386+267.7% | $1,942+1298.8% |