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 | $14,188 | $109,982-87.1% | $97,226-85.4% | $145,922-90.3% |
| Participation rate | 21.1% | 75.9%-54.9pp | 72.7%-51.6pp | 80.3%-59.2pp |
| Annual return | 12.08% | 242.90%-230.8pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $748 | $4,676-84.0% | $4,264-82.4% | $6,688-88.8% |
| Admin fee / account holder | $301 | $6,221-95.2% | $5,654-94.7% | $13,397-97.8% |