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 | $13,914 | $34,308-59.4% | $74,701-81.4% | $72,985-80.9% |
| Participation rate | 52.0% | 42.4%+9.6pp | 54.5%-2.5pp | 69.5%-17.5pp |
| Annual return | 23.29% | 26.58%-3.3pp | 752.92%-729.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $352 | $692-49.2% | $1,084-67.5% | $2,440-85.6% |
| Participant deferral / active EE | $1,415 | $1,271+11.3% | $1,964-27.9% | $3,607-60.8% |
| Admin fee / account holder | $1,094 | $2,124-48.5% | $3,333-67.2% | $5,124-78.7% |