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 | $7,178 | $96,635-92.6% | $86,612-91.7% | $139,434-94.9% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 26.31% | 106.41%-80.1pp | 591.07%-564.8pp | 372.94%-346.6pp |
| Employer contribution / active EE | $703 | $3,263-78.5% | $3,022-76.7% | $4,751-85.2% |
| Participant deferral / active EE | $1,406 | $4,836-70.9% | $4,438-68.3% | $6,710-79.1% |
| Admin fee / account holder | $1,155 | $6,408-82.0% | $5,614-79.4% | $11,403-89.9% |