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 4-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 | $19,926 | $29,660-32.8% | $56,411-64.7% | $80,856-75.4% |
| Participation rate | 46.9% | 41.6%+5.2pp | 52.5%-5.6pp | 67.6%-20.8pp |
| Annual return | 13.43% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $969 | $669+44.8% | $1,039-6.7% | $2,755-64.8% |
| Participant deferral / active EE | $1,970 | $1,226+60.7% | $1,952+0.9% | $4,296-54.1% |
| Admin fee / account holder | $349 | $2,428-85.6% | $2,829-87.7% | $6,918-95.0% |