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 8-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 | $13,413 | $35,183-61.9% | $73,545-81.8% | $70,131-80.9% |
| Participation rate | 54.5% | 42.9%+11.6pp | 54.9%-0.4pp | 69.5%-15.0pp |
| Annual return | 14.24% | 26.90%-12.7pp | -15.16%+29.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $252 | $709-64.5% | $1,219-79.4% | $2,342-89.3% |
| Participant deferral / active EE | $818 | $1,220-33.0% | $1,806-54.7% | $3,332-75.5% |
| Admin fee / account holder | $6,177 | $2,302+168.3% | $2,320+166.3% | $4,645+33.0% |