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 | $7,049 | $81,625-91.4% | $58,482-87.9% | $139,434-94.9% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 54.07% | 7404.20%-7350.1pp | 4239.32%-4185.3pp | 372.94%-318.9pp |
| Employer contribution / active EE | $574 | $1,398-59.0% | $1,053-45.5% | $4,751-87.9% |
| Participant deferral / active EE | $769 | $2,557-69.9% | $1,924-60.1% | $6,710-88.5% |
| Admin fee / account holder | $450 | $3,265-86.2% | $2,516-82.1% | $11,403-96.1% |