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 | $1,210 | $76,738-98.4% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 11.44% | 2994.23%-2982.8pp | 1701.33%-1689.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $561 | $1,380-59.3% | $1,039-46.0% | $4,660-88.0% |
| Participant deferral / active EE | $821 | $2,623-68.7% | $1,952-58.0% | $6,688-87.7% |
| Admin fee / account holder | $2,160 | $3,334-35.2% | $2,829-23.6% | $13,397-83.9% |