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 6-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 | $12,034 | $29,660-59.4% | $56,411-78.7% | $80,856-85.1% |
| Participation rate | 68.0% | 41.6%+26.4pp | 52.5%+15.5pp | 67.6%+0.4pp |
| Annual return | 14.36% | 35.23%-20.9pp | 1701.33%-1687.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $669 | $6690% | $1,039-35.6% | $2,755-75.7% |
| Participant deferral / active EE | $2,366 | $1,226+93.0% | $1,952+21.2% | $4,296-44.9% |
| Admin fee / account holder | $1,069 | $2,428-55.9% | $2,829-62.2% | $6,918-84.5% |