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 | $34,206 | $55,415-38.3% | $155,509-78.0% | $74,495-54.1% |
| Participation rate | 53.6% | 61.9%-8.3pp | 78.2%-24.6pp | 67.2%-13.6pp |
| Annual return | 11.83% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $804 | $2,267-64.5% | $4,672-82.8% | $2,623-69.3% |
| Participant deferral / active EE | $1,797 | $2,836-36.6% | $5,626-68.1% | $4,346-58.6% |
| Admin fee / account holder | $3,395 | $1,738+95.3% | $15,912-78.7% | $1,942+74.8% |