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 7-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 | $13,710 | $76,738-82.1% | $56,411-75.7% | $145,922-90.6% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 5.74% | 2994.23%-2988.5pp | 1701.33%-1695.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $538 | $1,380-61.0% | $1,039-48.2% | $4,660-88.4% |
| Participant deferral / active EE | $556 | $2,623-78.8% | $1,952-71.5% | $6,688-91.7% |
| Admin fee / account holder | $15,269 | $3,334+358.0% | $2,829+439.8% | $13,397+14.0% |