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 | $9,034 | $34,308-73.7% | $74,701-87.9% | $72,985-87.6% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 25.68% | 26.58%-0.9pp | 752.92%-727.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $407 | $692-41.2% | $1,084-62.5% | $2,440-83.3% |
| Participant deferral / active EE | $1,054 | $1,271-17.1% | $1,964-46.3% | $3,607-70.8% |
| Admin fee / account holder | $671 | $2,124-68.4% | $3,333-79.9% | $5,124-86.9% |