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 | $8,639 | $34,308-74.8% | $74,701-88.4% | $72,985-88.2% |
| Participation rate | 69.7% | 42.4%+27.3pp | 54.5%+15.2pp | 69.5%+0.2pp |
| Annual return | 23.68% | 26.58%-2.9pp | 752.92%-729.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $573 | $692-17.1% | $1,084-47.1% | $2,440-76.5% |
| Participant deferral / active EE | $1,822 | $1,271+43.3% | $1,964-7.2% | $3,607-49.5% |
| Admin fee / account holder | $387 | $2,124-81.8% | $3,333-88.4% | $5,124-92.4% |