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 | $14,258 | $27,839-48.8% | $58,482-75.6% | $71,457-80.0% |
| Participation rate | 10.8% | 34.5%-23.8pp | 50.9%-40.1pp | 67.9%-57.1pp |
| Annual return | 14.91% | 26.81%-11.9pp | 4239.32%-4224.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $196 | $631-68.9% | $1,053-81.4% | $2,588-92.4% |
| Participant deferral / active EE | $496 | $1,206-58.9% | $1,924-74.2% | $4,289-88.4% |
| Admin fee / account holder | $663 | $1,641-59.6% | $2,516-73.6% | $1,587-58.2% |