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 | $2,506 | $27,915-91.0% | $58,482-95.7% | $75,163-96.7% |
| Participation rate | 65.6% | 38.8%+26.8pp | 50.9%+14.8pp | 67.2%-1.6pp |
| Annual return | 19.85% | 44.20%-24.4pp | 4239.32%-4219.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $468 | $669-30.0% | $1,053-55.6% | $2,670-82.5% |
| Participant deferral / active EE | $534 | $1,201-55.6% | $1,924-72.3% | $4,125-87.1% |
| Admin fee / account holder | $1,013 | $1,726-41.3% | $2,516-59.7% | $5,651-82.1% |