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 9-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 | $28,775 | $71,050-59.5% | $93,606-69.3% | $80,856-64.4% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.6%-7.0pp |
| Annual return | 13.07% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $628 | $1,564-59.9% | $2,420-74.1% | $2,755-77.2% |
| Participant deferral / active EE | $2,323 | $4,034-42.4% | $4,411-47.3% | $4,296-45.9% |
| Admin fee / account holder | $730 | $6,945-89.5% | $8,285-91.2% | $6,918-89.4% |