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 | $4,053 | $72,071-94.4% | $68,368-94.1% | $137,256-97.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 32.18% | 353.14%-321.0pp | 292.57%-260.4pp | 220.34%-188.2pp |
| Employer contribution / active EE | $1,005 | $2,788-63.9% | $2,649-62.1% | $4,156-75.8% |
| Participant deferral / active EE | $1,227 | $4,410-72.2% | $4,123-70.2% | $6,407-80.8% |
| Admin fee / account holder | $941 | $5,336-82.4% | $5,150-81.7% | $12,270-92.3% |