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 8-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 | $9,057 | $37,426-75.8% | $77,482-88.3% | $79,858-88.7% |
| Participation rate | 41.7% | 41.5%+0.2pp | 54.2%-12.5pp | 69.6%-28.0pp |
| Annual return | 21.01% | 39.70%-18.7pp | 54.79%-33.8pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,042 | $637+63.7% | $986+5.7% | $2,471-57.8% |
| Participant deferral / active EE | $1,195 | $1,260-5.2% | $1,861-35.8% | $3,740-68.1% |
| Admin fee / account holder | $1,255 | $2,504-49.9% | $2,858-56.1% | $5,306-76.3% |