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 | $51,039 | $57,281-10.9% | $86,612-41.1% | $75,163-32.1% |
| Participation rate | 34.1% | 63.2%-29.1pp | 71.7%-37.6pp | 67.2%-33.1pp |
| Annual return | 42.70% | 2670.75%-2628.0pp | 591.07%-548.4pp | 160.62%-117.9pp |
| Employer contribution / active EE | $475 | $2,314-79.5% | $3,022-84.3% | $2,670-82.2% |
| Participant deferral / active EE | $1,796 | $3,318-45.9% | $4,438-59.5% | $4,125-56.5% |
| Admin fee / account holder | $371 | $4,112-91.0% | $5,614-93.4% | $5,651-93.4% |