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 7-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 | $10,953 | $81,625-86.6% | $58,482-81.3% | $139,434-92.1% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 10.49% | 7404.20%-7393.7pp | 4239.32%-4228.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $442 | $1,398-68.4% | $1,053-58.0% | $4,751-90.7% |
| Participant deferral / active EE | $783 | $2,557-69.4% | $1,924-59.3% | $6,710-88.3% |
| Admin fee / account holder | $1,192 | $3,265-63.5% | $2,516-52.6% | $11,403-89.5% |