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 8-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 | $28,607 | $54,762-47.8% | $90,281-68.3% | $72,985-60.8% |
| Participation rate | 64.1% | 65.1%-1.0pp | 73.3%-9.2pp | 69.5%-5.4pp |
| Annual return | 676.74% | 30.63%+646.1pp | 78.10%+598.6pp | 81.00%+595.7pp |
| Employer contribution / active EE | $448 | $2,092-78.6% | $2,854-84.3% | $2,440-81.6% |
| Participant deferral / active EE | $1,277 | $2,887-55.8% | $3,885-67.1% | $3,607-64.6% |
| Admin fee / account holder | $935 | $3,972-76.5% | $5,351-82.5% | $5,124-81.8% |