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 9-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 | $34,865 | $70,756-50.7% | $65,493-46.8% | $142,382-75.5% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 12.02% | 1754.89%-1742.9pp | 982.45%-970.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $974 | $2,881-66.2% | $2,574-62.2% | $4,299-77.3% |
| Participant deferral / active EE | $974 | $4,637-79.0% | $3,961-75.4% | $6,507-85.0% |
| Admin fee / account holder | $20,673 | $6,559+215.2% | $5,028+311.1% | $12,624+63.8% |