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 | $5,824 | $70,606-91.8% | $53,898-89.2% | $142,382-95.9% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 14.49% | 619.81%-605.3pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $199 | $1,202-83.5% | $932-78.7% | $4,299-95.4% |
| Participant deferral / active EE | $942 | $2,364-60.1% | $1,826-48.4% | $6,507-85.5% |
| Admin fee / account holder | $869 | $2,852-69.5% | $2,491-65.1% | $12,624-93.1% |