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 | $11,626 | $76,738-84.8% | $56,411-79.4% | $145,922-92.0% |
| Participation rate | 68.8% | 63.2%+5.5pp | 52.5%+16.3pp | 80.3%-11.5pp |
| Annual return | 13.72% | 2994.23%-2980.5pp | 1701.33%-1687.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $371 | $1,380-73.1% | $1,039-64.3% | $4,660-92.0% |
| Participant deferral / active EE | $796 | $2,623-69.6% | $1,952-59.2% | $6,688-88.1% |
| Admin fee / account holder | $575 | $3,334-82.8% | $2,829-79.7% | $13,397-95.7% |