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 | $22,202 | $70,756-68.6% | $65,493-66.1% | $142,382-84.4% |
| Participation rate | 52.6% | 77.4%-24.7pp | 73.1%-20.5pp | 80.1%-27.5pp |
| Annual return | 12.23% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,075 | $2,881-62.7% | $2,574-58.2% | $4,299-75.0% |
| Participant deferral / active EE | $1,405 | $4,637-69.7% | $3,961-64.5% | $6,507-78.4% |
| Admin fee / account holder | $8,586 | $6,559+30.9% | $5,028+70.8% | $12,624-32.0% |