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 | $2,726 | $27,915-90.2% | $58,482-95.3% | $75,163-96.4% |
| Participation rate | 53.5% | 38.8%+14.7pp | 50.9%+2.6pp | 67.2%-13.7pp |
| Annual return | 22.18% | 44.20%-22.0pp | 4239.32%-4217.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $498 | $669-25.6% | $1,053-52.7% | $2,670-81.3% |
| Participant deferral / active EE | $617 | $1,201-48.6% | $1,924-67.9% | $4,125-85.0% |
| Admin fee / account holder | $533 | $1,726-69.1% | $2,516-78.8% | $5,651-90.6% |