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 7-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 | $23,572 | $118,427-80.1% | $66,042-64.3% | $142,382-83.4% |
| Participation rate | 6.7% | 68.1%-61.5pp | 67.5%-60.8pp | 80.1%-73.5pp |
| Annual return | 11.58% | 35.57%-24.0pp | 52.11%-40.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $329 | $2,570-87.2% | $1,579-79.1% | $4,299-92.3% |
| Participant deferral / active EE | $2,294 | $4,311-46.8% | $2,835-19.1% | $6,507-64.8% |
| Admin fee / account holder | $574,702 | $9,593+5890.6% | $5,747+9900.5% | $12,624+4452.6% |