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 | $12,603 | $110,502-88.6% | $80,716-84.4% | $167,490-92.5% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 8.51% | 120.54%-112.0pp | 87.28%-78.8pp | 478.56%-470.1pp |
| Employer contribution / active EE | $204 | $1,543-86.8% | $1,160-82.4% | $4,837-95.8% |
| Participant deferral / active EE | $401 | $2,871-86.0% | $2,146-81.3% | $6,341-93.7% |
| Admin fee / account holder | $396 | $4,545-91.3% | $3,380-88.3% | $12,309-96.8% |