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 9-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 | $14,397 | $91,190-84.2% | $178,490-91.9% | $79,858-82.0% |
| Participation rate | 42.9% | 69.2%-26.3pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 29.04% | 24.19%+4.9pp | 151.07%-122.0pp | 31.71%-2.7pp |
| Employer contribution / active EE | $536 | $3,256-83.5% | $5,011-89.3% | $2,471-78.3% |
| Participant deferral / active EE | $1,554 | $3,236-52.0% | $5,202-70.1% | $3,740-58.5% |
| Admin fee / account holder | $2,110 | $6,751-68.7% | $13,984-84.9% | $5,306-60.2% |