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 | $53,830 | $67,823-20.6% | $52,425+2.7% | $137,256-60.8% |
| Participation rate | 6.7% | 63.9%-57.2pp | 55.6%-49.0pp | 80.0%-73.3pp |
| Annual return | 15.60% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $56 | $1,163-95.1% | $914-93.8% | $4,156-98.6% |
| Participant deferral / active EE | $695 | $2,288-69.6% | $1,790-61.2% | $6,407-89.2% |
| Admin fee / account holder | $560 | $2,844-80.3% | $2,495-77.6% | $12,270-95.4% |