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 | $4,384 | $81,625-94.6% | $58,482-92.5% | $139,434-96.9% |
| Participation rate | 8.7% | 61.3%-52.6pp | 50.9%-42.2pp | 80.3%-71.6pp |
| Annual return | 9.98% | 7404.20%-7394.2pp | 4239.32%-4229.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $213 | $1,398-84.7% | $1,053-79.7% | $4,751-95.5% |
| Participant deferral / active EE | $213 | $2,557-91.7% | $1,924-88.9% | $6,710-96.8% |
| Admin fee / account holder | $1,768 | $3,265-45.9% | $2,516-29.7% | $11,403-84.5% |