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 3-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 | $7,179 | $70,606-89.8% | $53,898-86.7% | $142,382-95.0% |
| Participation rate | 52.9% | 63.7%-10.8pp | 55.0%-2.0pp | 80.1%-27.2pp |
| Annual return | 10.71% | 619.81%-609.1pp | 528.60%-517.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $176 | $1,202-85.3% | $932-81.1% | $4,299-95.9% |
| Participant deferral / active EE | $343 | $2,364-85.5% | $1,826-81.2% | $6,507-94.7% |
| Admin fee / account holder | $535 | $2,852-81.2% | $2,491-78.5% | $12,624-95.8% |