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 | $17,898 | $50,637-64.7% | $86,590-79.3% | $62,292-71.3% |
| Participation rate | 41.7% | 67.9%-26.2pp | 73.5%-31.9pp | 69.5%-27.8pp |
| Annual return | 22.10% | 20.80%+1.3pp | 964.84%-942.7pp | 28.90%-6.8pp |
| Employer contribution / active EE | $447 | $2,075-78.4% | $2,839-84.2% | $2,042-78.1% |
| Participant deferral / active EE | $1,320 | $2,611-49.4% | $3,609-63.4% | $3,169-58.3% |
| Admin fee / account holder | $1,729 | $413+318.2% | $4,906-64.8% | $479+260.6% |