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 6-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 | $2,186 | $76,738-97.2% | $56,411-96.1% | $145,922-98.5% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 9.36% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $267 | $1,380-80.7% | $1,039-74.3% | $4,660-94.3% |
| Participant deferral / active EE | $706 | $2,623-73.1% | $1,952-63.8% | $6,688-89.4% |
| Admin fee / account holder | $5,136 | $3,334+54.1% | $2,829+81.6% | $13,397-61.7% |