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 | $70,606-23.8% | $53,898-0.1% | $142,382-62.2% |
| Participation rate | 6.7% | 63.7%-57.0pp | 55.0%-48.3pp | 80.1%-73.5pp |
| Annual return | 15.60% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $56 | $1,202-95.3% | $932-93.9% | $4,299-98.7% |
| Participant deferral / active EE | $695 | $2,364-70.6% | $1,826-61.9% | $6,507-89.3% |
| Admin fee / account holder | $560 | $2,852-80.4% | $2,491-77.5% | $12,624-95.6% |