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 | $24,104 | $107,015-77.5% | $73,545-67.2% | $147,584-83.7% |
| Participation rate | 46.2% | 66.4%-20.2pp | 54.9%-8.8pp | 82.8%-36.7pp |
| Annual return | 15.51% | 38.25%-22.7pp | -15.16%+30.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $442 | $1,760-74.9% | $1,219-63.7% | $4,876-90.9% |
| Participant deferral / active EE | $991 | $2,462-59.7% | $1,806-45.1% | $5,439-81.8% |
| Admin fee / account holder | $18,420 | $3,055+502.9% | $2,320+694.1% | $10,885+69.2% |