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 | $16,668 | $30,400-45.2% | $53,898-69.1% | $84,808-80.3% |
| Participation rate | 10.8% | 46.4%-35.7pp | 55.0%-44.2pp | 68.3%-57.6pp |
| Annual return | 21.03% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $186 | $603-69.1% | $932-80.0% | $2,631-92.9% |
| Participant deferral / active EE | $514 | $1,199-57.1% | $1,826-71.9% | $4,212-87.8% |
| Admin fee / account holder | $762 | $1,993-61.8% | $2,491-69.4% | $7,344-89.6% |