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 | $20,810 | $45,152-53.9% | $73,843-71.8% | $59,632-65.1% |
| Participation rate | 66.7% | 64.0%+2.6pp | 73.4%-6.8pp | 68.7%-2.0pp |
| Annual return | 0.09% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $529 | $1,902-72.2% | $2,787-81.0% | $2,203-76.0% |
| Participant deferral / active EE | $1,180 | $2,574-54.2% | $3,583-67.1% | $3,192-63.0% |
| Admin fee / account holder | $6,202 | $3,516+76.4% | $4,880+27.1% | $4,297+44.3% |