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 | $29,334 | $40,385-27.4% | $80,569-63.6% | $74,419-60.6% |
| Participation rate | 12.4% | 47.4%-35.0pp | 67.0%-54.6pp | 70.7%-58.3pp |
| Annual return | 17.72% | 164.85%-147.1pp | 935.43%-917.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $375 | $1,496-74.9% | $2,723-86.2% | $2,637-85.8% |
| Participant deferral / active EE | $901 | $2,674-66.3% | $4,447-79.7% | $4,528-80.1% |
| Admin fee / account holder | $2,010 | $720+179.2% | $5,377-62.6% | $348+477.7% |