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 | $12,333 | $70,606-82.5% | $53,898-77.1% | $142,382-91.3% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 13.09% | 619.81%-606.7pp | 528.60%-515.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $82 | $1,202-93.2% | $932-91.2% | $4,299-98.1% |
| Participant deferral / active EE | $295 | $2,364-87.5% | $1,826-83.8% | $6,507-95.5% |
| Admin fee / account holder | $7,665 | $2,852+168.8% | $2,491+207.7% | $12,624-39.3% |