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 | $2,187 | $70,606-96.9% | $53,898-95.9% | $142,382-98.5% |
| Participation rate | 58.3% | 63.7%-5.4pp | 55.0%+3.4pp | 80.1%-21.8pp |
| Annual return | 16.78% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $561 | $2,364-76.3% | $1,826-69.3% | $6,507-91.4% |
| Admin fee / account holder | $609 | $2,852-78.6% | $2,491-75.5% | $12,624-95.2% |