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 3-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 | $3,229 | $70,606-95.4% | $53,898-94.0% | $142,382-97.7% |
| Participation rate | 40.9% | 63.7%-22.8pp | 55.0%-14.1pp | 80.1%-39.2pp |
| Annual return | 21.43% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $382 | $1,202-68.2% | $932-59.0% | $4,299-91.1% |
| Participant deferral / active EE | $497 | $2,364-79.0% | $1,826-72.8% | $6,507-92.4% |
| Admin fee / account holder | $336 | $2,852-88.2% | $2,491-86.5% | $12,624-97.3% |