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 | $70,705 | $81,625-13.4% | $58,482+20.9% | $139,434-49.3% |
| Participation rate | 4.3% | 61.3%-57.0pp | 50.9%-46.5pp | 80.3%-76.0pp |
| Annual return | 9.77% | 7404.20%-7394.4pp | 4239.32%-4229.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $84 | $1,398-94.0% | $1,053-92.1% | $4,751-98.2% |
| Participant deferral / active EE | $401 | $2,557-84.3% | $1,924-79.1% | $6,710-94.0% |
| Admin fee / account holder | $3,165 | $3,265-3.1% | $2,516+25.8% | $11,403-72.2% |