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 4-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 | $10,734 | $70,606-84.8% | $53,898-80.1% | $142,382-92.5% |
| Participation rate | 15.8% | 63.7%-47.9pp | 55.0%-39.2pp | 80.1%-64.3pp |
| Annual return | 19.58% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $323 | $1,202-73.1% | $932-65.3% | $4,299-92.5% |
| Participant deferral / active EE | $909 | $2,364-61.5% | $1,826-50.2% | $6,507-86.0% |
| Admin fee / account holder | $533 | $2,852-81.3% | $2,491-78.6% | $12,624-95.8% |