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 7-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 | $13,686 | $64,839-78.9% | $95,585-85.7% | $84,808-83.9% |
| Participation rate | 39.5% | 63.8%-24.3pp | 72.1%-32.5pp | 68.3%-28.8pp |
| Annual return | 16.67% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $443 | $1,759-74.8% | $2,527-82.5% | $2,631-83.2% |
| Participant deferral / active EE | $1,437 | $2,965-51.5% | $4,023-64.3% | $4,212-65.9% |
| Admin fee / account holder | $630 | $5,964-89.4% | $6,127-89.7% | $7,344-91.4% |