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 | $1,808 | $70,606-97.4% | $53,898-96.6% | $142,382-98.7% |
| Participation rate | 52.6% | 63.7%-11.1pp | 55.0%-2.3pp | 80.1%-27.5pp |
| Annual return | 10.34% | 619.81%-609.5pp | 528.60%-518.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $301 | $1,202-74.9% | $932-67.7% | $4,299-93.0% |
| Participant deferral / active EE | $326 | $2,364-86.2% | $1,826-82.2% | $6,507-95.0% |
| Admin fee / account holder | $776 | $2,852-72.8% | $2,491-68.8% | $12,624-93.9% |