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 | $23,242 | $76,738-69.7% | $56,411-58.8% | $145,922-84.1% |
| Participation rate | 31.3% | 63.2%-32.0pp | 52.5%-21.2pp | 80.3%-49.0pp |
| Annual return | 9.71% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $345 | $1,380-75.0% | $1,039-66.8% | $4,660-92.6% |
| Participant deferral / active EE | $431 | $2,623-83.6% | $1,952-77.9% | $6,688-93.6% |
| Admin fee / account holder | $685 | $3,334-79.5% | $2,829-75.8% | $13,397-94.9% |