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 | $8,546 | $81,625-89.5% | $58,482-85.4% | $139,434-93.9% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 30.70% | 7404.20%-7373.5pp | 4239.32%-4208.6pp | 372.94%-342.2pp |
| Employer contribution / active EE | $333 | $1,398-76.2% | $1,053-68.4% | $4,751-93.0% |
| Participant deferral / active EE | $467 | $2,557-81.8% | $1,924-75.8% | $6,710-93.0% |
| Admin fee / account holder | $375 | $3,265-88.5% | $2,516-85.1% | $11,403-96.7% |