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 | $16,643 | $45,152-63.1% | $73,843-77.5% | $59,632-72.1% |
| Participation rate | 53.8% | 64.0%-10.2pp | 73.4%-19.6pp | 68.7%-14.8pp |
| Annual return | 0.29% | 27.40%-27.1pp | 2267.84%-2267.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $711 | $1,902-62.6% | $2,787-74.5% | $2,203-67.7% |
| Participant deferral / active EE | $825 | $2,574-68.0% | $3,583-77.0% | $3,192-74.2% |
| Admin fee / account holder | $318 | $3,516-90.9% | $4,880-93.5% | $4,297-92.6% |