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 3-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 | $9,167 | $76,738-88.1% | $56,411-83.7% | $145,922-93.7% |
| Participation rate | 7.1% | 63.2%-56.1pp | 52.5%-45.3pp | 80.3%-73.1pp |
| Annual return | 32.33% | 2994.23%-2961.9pp | 1701.33%-1669.0pp | 561.29%-529.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $517 | $2,623-80.3% | $1,952-73.5% | $6,688-92.3% |
| Admin fee / account holder | $2,479 | $3,334-25.6% | $2,829-12.4% | $13,397-81.5% |