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 | $13,372 | $29,660-54.9% | $56,411-76.3% | $80,856-83.5% |
| Participation rate | 66.1% | 41.6%+24.5pp | 52.5%+13.6pp | 67.6%-1.5pp |
| Annual return | 11.40% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,223 | $669+82.8% | $1,039+17.8% | $2,755-55.6% |
| Participant deferral / active EE | $1,808 | $1,226+47.5% | $1,952-7.4% | $4,296-57.9% |
| Admin fee / account holder | $1,491 | $2,428-38.6% | $2,829-47.3% | $6,918-78.4% |