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 | $13,050 | $101,618-87.2% | $93,063-86.0% | $137,256-90.5% |
| Participation rate | 36.4% | 74.9%-38.6pp | 72.1%-35.8pp | 80.0%-43.6pp |
| Annual return | 17.53% | 223.95%-206.4pp | 34.15%-16.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $512 | $2,707-81.1% | $2,476-79.3% | $4,156-87.7% |
| Participant deferral / active EE | $1,098 | $4,279-74.3% | $3,958-72.3% | $6,407-82.9% |
| Admin fee / account holder | $646 | $6,198-89.6% | $6,033-89.3% | $12,270-94.7% |