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 | $17,726 | $29,319-39.5% | $52,425-66.2% | $82,448-78.5% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 22.05% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $360 | $586-38.5% | $914-60.6% | $2,551-85.9% |
| Participant deferral / active EE | $871 | $1,171-25.6% | $1,790-51.3% | $4,139-79.0% |
| Admin fee / account holder | $3,117 | $1,962+58.9% | $2,495+24.9% | $7,234-56.9% |