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 | $9,848 | $51,638-80.9% | $68,368-85.6% | $82,448-88.1% |
| Participation rate | 63.8% | 63.6%+0.2pp | 73.8%-9.9pp | 68.1%-4.2pp |
| Annual return | 20.60% | 37.53%-16.9pp | 292.57%-272.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $576 | $2,047-71.8% | $2,649-78.2% | $2,551-77.4% |
| Participant deferral / active EE | $1,026 | $2,914-64.8% | $4,123-75.1% | $4,139-75.2% |
| Admin fee / account holder | $319 | $4,643-93.1% | $5,150-93.8% | $7,234-95.6% |