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 | $12,068 | $76,738-84.3% | $56,411-78.6% | $145,922-91.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 19.22% | 2994.23%-2975.0pp | 1701.33%-1682.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $307 | $1,380-77.8% | $1,039-70.5% | $4,660-93.4% |
| Participant deferral / active EE | $461 | $2,623-82.4% | $1,952-76.4% | $6,688-93.1% |
| Admin fee / account holder | $346 | $3,334-89.6% | $2,829-87.8% | $13,397-97.4% |