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 | $67,823-97.3% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 52.6% | 63.9%-11.3pp | 55.6%-3.0pp | 80.0%-27.3pp |
| Annual return | 10.34% | 219.11%-208.8pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $301 | $1,163-74.1% | $914-67.1% | $4,156-92.8% |
| Participant deferral / active EE | $326 | $2,288-85.8% | $1,790-81.8% | $6,407-94.9% |
| Admin fee / account holder | $776 | $2,844-72.7% | $2,495-68.9% | $12,270-93.7% |