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 | $3,025 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 22.50% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $569 | $1,202-52.6% | $932-38.9% | $4,299-86.8% |
| Participant deferral / active EE | $689 | $2,364-70.9% | $1,826-62.3% | $6,507-89.4% |
| Admin fee / account holder | $315 | $2,852-88.9% | $2,491-87.3% | $12,624-97.5% |