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 10-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 | $14,621 | $45,152-67.6% | $73,843-80.2% | $59,632-75.5% |
| Participation rate | 42.4% | 64.0%-21.6pp | 73.4%-31.0pp | 68.7%-26.2pp |
| Annual return | 1.25% | 27.40%-26.1pp | 2267.84%-2266.6pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $484 | $1,902-74.5% | $2,787-82.6% | $2,203-78.0% |
| Participant deferral / active EE | $3,191 | $2,574+24.0% | $3,583-11.0% | $3,1920% |
| Admin fee / account holder | $432 | $3,516-87.7% | $4,880-91.1% | $4,297-89.9% |