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 10-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 | $65,033 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-76.3% |
| Participation rate | 54.2% | 74.1%-19.9pp | 68.4%-14.2pp | 83.0%-28.8pp |
| Annual return | 5.90% | 2.55%+3.4pp | 5.24%+0.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $996 | $2,350-57.6% | $1,844-46.0% | $4,869-79.5% |
| Participant deferral / active EE | $2,167 | $2,962-26.9% | $2,591-16.4% | $5,287-59.0% |
| Admin fee / account holder | $1,123 | $3,725-69.9% | $2,903-61.3% | $10,132-88.9% |