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 10-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 | $21,124 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-92.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 68.4%-8.4pp | 83.0%-23.0pp |
| Annual return | 6.16% | 2.55%+3.6pp | 5.24%+0.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $839 | $2,350-64.3% | $1,844-54.5% | $4,869-82.8% |
| Participant deferral / active EE | $861 | $2,962-70.9% | $2,591-66.8% | $5,287-83.7% |
| Admin fee / account holder | $1,426 | $3,725-61.7% | $2,903-50.9% | $10,132-85.9% |