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 | $10,820 | $30,400-64.4% | $53,898-79.9% | $84,808-87.2% |
| Participation rate | 55.4% | 46.4%+8.9pp | 55.0%+0.4pp | 68.3%-12.9pp |
| Annual return | 22.94% | 500.19%-477.3pp | 528.60%-505.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $783 | $603+29.9% | $932-16.0% | $2,631-70.3% |
| Participant deferral / active EE | $1,941 | $1,199+61.9% | $1,826+6.3% | $4,212-53.9% |
| Admin fee / account holder | $403 | $1,993-79.8% | $2,491-83.8% | $7,344-94.5% |