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 | $19,393 | $70,606-72.5% | $53,898-64.0% | $142,382-86.4% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 19.14% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $324 | $1,202-73.1% | $932-65.3% | $4,299-92.5% |
| Participant deferral / active EE | $762 | $2,364-67.8% | $1,826-58.3% | $6,507-88.3% |
| Admin fee / account holder | $546 | $2,852-80.9% | $2,491-78.1% | $12,624-95.7% |