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 | $22,628 | $54,701-58.6% | $86,188-73.7% | $71,457-68.3% |
| Participation rate | 38.0% | 60.1%-22.1pp | 69.0%-30.9pp | 67.9%-29.9pp |
| Annual return | 99.23% | 20.06%+79.2pp | 1168.45%-1069.2pp | 28.85%+70.4pp |
| Employer contribution / active EE | $866 | $1,265-31.6% | $2,380-63.6% | $2,588-66.5% |
| Participant deferral / active EE | $2,053 | $3,108-34.0% | $3,985-48.5% | $4,289-52.1% |
| Admin fee / account holder | $1,116 | $1,922-41.9% | $6,852-83.7% | $1,587-29.7% |