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 | $28,116 | $70,756-60.3% | $65,493-57.1% | $142,382-80.3% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 25.55% | 1754.89%-1729.3pp | 982.45%-956.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $916 | $2,881-68.2% | $2,574-64.4% | $4,299-78.7% |
| Participant deferral / active EE | $1,896 | $4,637-59.1% | $3,961-52.1% | $6,507-70.9% |
| Admin fee / account holder | $377 | $6,559-94.3% | $5,028-92.5% | $12,624-97.0% |