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 4-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 | $15,057 | $42,332-64.4% | $80,569-81.3% | - |
| Participation rate | 13.1% | 51.1%-37.9pp | 67.0%-53.9pp | - |
| Annual return | 26.68% | 49.00%-22.3pp | 935.43%-908.8pp | - |
| Employer contribution / active EE | $703 | $1,076-34.7% | $2,723-74.2% | - |
| Participant deferral / active EE | $1,015 | $3,616-71.9% | $4,447-77.2% | - |
| Admin fee / account holder | $1,367 | $1,582-13.6% | $5,377-74.6% | - |