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 5-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 | $2,081 | $27,915-92.5% | $58,482-96.4% | $75,163-97.2% |
| Participation rate | 53.6% | 38.8%+14.7pp | 50.9%+2.7pp | 67.2%-13.6pp |
| Annual return | 30.96% | 44.20%-13.2pp | 4239.32%-4208.4pp | 160.62%-129.7pp |
| Employer contribution / active EE | $338 | $669-49.5% | $1,053-67.9% | $2,670-87.4% |
| Participant deferral / active EE | $347 | $1,201-71.1% | $1,924-82.0% | $4,125-91.6% |
| Admin fee / account holder | $3,097 | $1,726+79.4% | $2,516+23.1% | $5,651-45.2% |