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 | $14,731 | $55,415-73.4% | $155,509-90.5% | $74,495-80.2% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 29.64% | 268.50%-238.9pp | 64.67%-35.0pp | 1364.94%-1335.3pp |
| Employer contribution / active EE | $611 | $2,267-73.1% | $4,672-86.9% | $2,623-76.7% |
| Participant deferral / active EE | $1,582 | $2,836-44.2% | $5,626-71.9% | $4,346-63.6% |
| Admin fee / account holder | $1,953 | $1,738+12.3% | $15,912-87.7% | $1,942+0.6% |