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 | $24,299 | $55,415-56.2% | $155,509-84.4% | $74,495-67.4% |
| Participation rate | 27.0% | 61.9%-34.9pp | 78.2%-51.2pp | 67.2%-40.2pp |
| Annual return | 14.52% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $435 | $2,267-80.8% | $4,672-90.7% | $2,623-83.4% |
| Participant deferral / active EE | $1,675 | $2,836-40.9% | $5,626-70.2% | $4,346-61.5% |
| Admin fee / account holder | $2,465 | $1,738+41.8% | $15,912-84.5% | $1,942+27.0% |