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 | $19,758 | $210,648-90.6% | $177,989-88.9% | $145,922-86.5% |
| Participation rate | 55.0% | 80.8%-25.8pp | 77.1%-22.1pp | 80.3%-25.3pp |
| Annual return | 11.55% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $781 | $4,565-82.9% | $3,949-80.2% | $4,660-83.2% |
| Participant deferral / active EE | $2,622 | $6,958-62.3% | $6,276-58.2% | $6,688-60.8% |
| Admin fee / account holder | $2,928 | $12,013-75.6% | $10,363-71.8% | $13,397-78.1% |