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 | $13,614 | $29,660-54.1% | $56,411-75.9% | $80,856-83.2% |
| Participation rate | 53.2% | 41.6%+11.5pp | 52.5%+0.7pp | 67.6%-14.4pp |
| Annual return | 19.81% | 35.23%-15.4pp | 1701.33%-1681.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $570 | $669-14.9% | $1,039-45.1% | $2,755-79.3% |
| Participant deferral / active EE | $1,709 | $1,226+39.4% | $1,952-12.4% | $4,296-60.2% |
| Admin fee / account holder | $1,347 | $2,428-44.5% | $2,829-52.4% | $6,918-80.5% |