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 | $66,471 | $76,785-13.4% | $56,441+17.8% | $145,959-54.5% |
| Participation rate | 18.8% | 63.2%-44.5pp | 52.5%-33.7pp | 80.3%-61.5pp |
| Annual return | 9.51% | 3000.51%-2991.0pp | 1704.21%-1694.7pp | 561.95%-552.4pp |
| Employer contribution / active EE | $448 | $1,381-67.6% | $1,039-56.9% | $4,661-90.4% |
| Participant deferral / active EE | $560 | $2,624-78.7% | $1,953-71.3% | $6,689-91.6% |
| Admin fee / account holder | $956 | $3,334-71.3% | $2,829-66.2% | $13,398-92.9% |