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 5-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 | $7,588 | $76,738-90.1% | $56,411-86.5% | $145,922-94.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 17.61% | 2994.23%-2976.6pp | 1701.33%-1683.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $446 | $1,380-67.7% | $1,039-57.1% | $4,660-90.4% |
| Participant deferral / active EE | $585 | $2,623-77.7% | $1,952-70.0% | $6,688-91.3% |
| Admin fee / account holder | $966 | $3,334-71.0% | $2,829-65.9% | $13,397-92.8% |