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 6-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 | $19,548 | $34,934-44.0% | $56,411-65.3% | $74,495-73.8% |
| Participation rate | 7.1% | 32.8%-25.7pp | 52.5%-45.4pp | 67.2%-60.1pp |
| Annual return | 13.92% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $198 | $609-67.4% | $1,039-80.9% | $2,623-92.4% |
| Participant deferral / active EE | $336 | $1,170-71.3% | $1,952-82.8% | $4,346-92.3% |
| Admin fee / account holder | $1,720 | $2,364-27.2% | $2,829-39.2% | $1,942-11.4% |