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 | $9,264 | $88,751-89.6% | $81,812-88.7% | $145,922-93.7% |
| Participation rate | 35.0% | 75.0%-40.0pp | 72.3%-37.3pp | 80.3%-45.3pp |
| Annual return | 13.54% | 1025.40%-1011.9pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $614 | $3,083-80.1% | $2,912-78.9% | $4,660-86.8% |
| Participant deferral / active EE | $972 | $4,643-79.1% | $4,319-77.5% | $6,688-85.5% |
| Admin fee / account holder | $8,977 | $8,415+6.7% | $7,386+21.5% | $13,397-33.0% |