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 | $30,174 | $76,738-60.7% | $56,411-46.5% | $145,922-79.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 10.88% | 2994.23%-2983.3pp | 1701.33%-1690.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $676 | $1,380-51.0% | $1,039-34.9% | $4,660-85.5% |
| Participant deferral / active EE | $2,792 | $2,623+6.5% | $1,952+43.0% | $6,688-58.3% |
| Admin fee / account holder | $444 | $3,334-86.7% | $2,829-84.3% | $13,397-96.7% |