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 | $8,604 | $81,625-89.5% | $58,482-85.3% | $139,434-93.8% |
| Participation rate | 13.0% | 61.3%-48.3pp | 50.9%-37.8pp | 80.3%-67.3pp |
| Annual return | 13.12% | 7404.20%-7391.1pp | 4239.32%-4226.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $374 | $1,398-73.3% | $1,053-64.5% | $4,751-92.1% |
| Participant deferral / active EE | $467 | $2,557-81.7% | $1,924-75.7% | $6,710-93.0% |
| Admin fee / account holder | $546 | $3,265-83.3% | $2,516-78.3% | $11,403-95.2% |