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 | $29,667-61.2% | $56,441-79.6% | $80,874-85.8% |
| Participation rate | 56.9% | 41.7%+15.3pp | 52.5%+4.4pp | 67.6%-10.7pp |
| Annual return | 18.03% | 35.22%-17.2pp | 1704.21%-1686.2pp | 35.62%-17.6pp |
| Employer contribution / active EE | $596 | $669-11.0% | $1,039-42.7% | $2,756-78.4% |
| Participant deferral / active EE | $1,496 | $1,227+22.0% | $1,953-23.4% | $4,297-65.2% |
| Admin fee / account holder | $493 | $2,429-79.7% | $2,829-82.6% | $6,935-92.9% |