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 | $12,768 | $27,839-54.1% | $58,482-78.2% | $71,457-82.1% |
| Participation rate | 17.0% | 34.5%-17.5pp | 50.9%-33.8pp | 67.9%-50.9pp |
| Annual return | 28.50% | 26.81%+1.7pp | 4239.32%-4210.8pp | 28.85%-0.3pp |
| Employer contribution / active EE | $468 | $631-25.8% | $1,053-55.6% | $2,588-81.9% |
| Participant deferral / active EE | $915 | $1,206-24.2% | $1,924-52.5% | $4,289-78.7% |
| Admin fee / account holder | $857 | $1,641-47.8% | $2,516-65.9% | $1,587-46.0% |