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 | $30,597 | $70,606-56.7% | $53,898-43.2% | $142,382-78.5% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 21.54% | 619.81%-598.3pp | 528.60%-507.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $522 | $1,202-56.6% | $932-44.0% | $4,299-87.9% |
| Participant deferral / active EE | $680 | $2,364-71.3% | $1,826-62.8% | $6,507-89.6% |
| Admin fee / account holder | $442 | $2,852-84.5% | $2,491-82.3% | $12,624-96.5% |