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 | $29,310 | $29,660-1.2% | $56,411-48.0% | $80,856-63.8% |
| Participation rate | 17.4% | 41.6%-24.2pp | 52.5%-35.0pp | 67.6%-50.2pp |
| Annual return | 11.63% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $272 | $669-59.3% | $1,039-73.8% | $2,755-90.1% |
| Participant deferral / active EE | $819 | $1,226-33.2% | $1,952-58.0% | $4,296-80.9% |
| Admin fee / account holder | $747 | $2,428-69.2% | $2,829-73.6% | $6,918-89.2% |