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 | $63,182 | $109,904-42.5% | $97,167-35.0% | $145,959-56.7% |
| Participation rate | 12.5% | 75.9%-63.4pp | 72.7%-60.2pp | 80.3%-67.8pp |
| Annual return | 11.64% | 243.43%-231.8pp | 75.27%-63.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $302 | $6,216-95.1% | $5,650-94.7% | $13,398-97.7% |