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 | $13,913 | $37,426-62.8% | $77,482-82.0% | $79,858-82.6% |
| Participation rate | 63.1% | 41.5%+21.6pp | 54.2%+8.9pp | 69.6%-6.6pp |
| Annual return | 28.68% | 39.70%-11.0pp | 54.79%-26.1pp | 31.71%-3.0pp |
| Employer contribution / active EE | $878 | $637+38.0% | $986-10.9% | $2,471-64.4% |
| Participant deferral / active EE | $1,493 | $1,260+18.5% | $1,861-19.8% | $3,740-60.1% |
| Admin fee / account holder | $333 | $2,504-86.7% | $2,858-88.4% | $5,306-93.7% |