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 10-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 | $8,995 | $34,308-73.8% | $74,701-88.0% | $72,985-87.7% |
| Participation rate | 53.0% | 42.4%+10.6pp | 54.5%-1.4pp | 69.5%-16.5pp |
| Annual return | 18.59% | 26.58%-8.0pp | 752.92%-734.3pp | 81.00%-62.4pp |
| Employer contribution / active EE | $766 | $692+10.8% | $1,084-29.3% | $2,440-68.6% |
| Participant deferral / active EE | $936 | $1,271-26.4% | $1,964-52.3% | $3,607-74.0% |
| Admin fee / account holder | $907 | $2,124-57.3% | $3,333-72.8% | $5,124-82.3% |