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 | $12,222 | $37,426-67.3% | $77,482-84.2% | $79,858-84.7% |
| Participation rate | 47.4% | 41.5%+5.9pp | 54.2%-6.8pp | 69.6%-22.3pp |
| Annual return | 34.93% | 39.70%-4.8pp | 54.79%-19.9pp | 31.71%+3.2pp |
| Employer contribution / active EE | $884 | $637+38.9% | $986-10.4% | $2,471-64.2% |
| Participant deferral / active EE | $1,977 | $1,260+56.9% | $1,861+6.2% | $3,740-47.1% |
| Admin fee / account holder | $456 | $2,504-81.8% | $2,858-84.0% | $5,306-91.4% |