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 6-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 | $11,512 | $29,660-61.2% | $56,411-79.6% | $80,856-85.8% |
| Participation rate | 56.9% | 41.6%+15.3pp | 52.5%+4.5pp | 67.6%-10.7pp |
| Annual return | 18.03% | 35.23%-17.2pp | 1701.33%-1683.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $596 | $669-11.0% | $1,039-42.7% | $2,755-78.4% |
| Participant deferral / active EE | $1,496 | $1,226+22.1% | $1,952-23.3% | $4,296-65.2% |
| Admin fee / account holder | $493 | $2,428-79.7% | $2,829-82.6% | $6,918-92.9% |