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 | $32,903 | $58,926-44.2% | $97,226-66.2% | $74,495-55.8% |
| Participation rate | 25.9% | 63.5%-37.6pp | 72.7%-46.8pp | 67.2%-41.3pp |
| Annual return | 23.64% | 16.04%+7.6pp | 75.13%-51.5pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $898 | $1,894-52.6% | $2,729-67.1% | $2,623-65.8% |
| Participant deferral / active EE | $1,399 | $3,664-61.8% | $4,264-67.2% | $4,346-67.8% |
| Admin fee / account holder | $920 | $1,974-53.4% | $5,654-83.7% | $1,942-52.6% |