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 | $7,540 | $29,660-74.6% | $56,411-86.6% | $80,856-90.7% |
| Participation rate | 42.4% | 41.6%+0.8pp | 52.5%-10.0pp | 67.6%-25.2pp |
| Annual return | 11.80% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $627 | $669-6.4% | $1,039-39.7% | $2,755-77.2% |
| Participant deferral / active EE | $1,341 | $1,226+9.3% | $1,952-31.3% | $4,296-68.8% |
| Admin fee / account holder | $2,452 | $2,428+1.0% | $2,829-13.3% | $6,918-64.5% |