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 | $8,103 | $35,183-77.0% | $73,545-89.0% | $70,131-88.4% |
| Participation rate | 66.7% | 42.9%+23.7pp | 54.9%+11.7pp | 69.5%-2.9pp |
| Annual return | 13501.57% | 26.90%+13474.7pp | -15.16%+13516.7pp | 73.14%+13428.4pp |
| Employer contribution / active EE | $1,102 | $709+55.5% | $1,219-9.6% | $2,342-52.9% |
| Participant deferral / active EE | $1,324 | $1,220+8.6% | $1,806-26.7% | $3,332-60.2% |
| Admin fee / account holder | $4,112 | $2,302+78.6% | $2,320+77.3% | $4,645-11.5% |