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 | $2,543 | $24,730-89.7% | $66,042-96.2% | $84,808-97.0% |
| Participation rate | 59.5% | 68.1%-8.6pp | 67.5%-8.0pp | 68.3%-8.8pp |
| Annual return | 23.16% | 79.55%-56.4pp | 52.11%-29.0pp | 40.90%-17.7pp |
| Employer contribution / active EE | $214 | $857-75.1% | $1,579-86.5% | $2,631-91.9% |
| Participant deferral / active EE | $942 | $1,737-45.8% | $2,835-66.8% | $4,212-77.6% |
| Admin fee / account holder | $310 | $3,014-89.7% | $5,747-94.6% | $7,344-95.8% |