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 | $53,629 | $81,625-34.3% | $58,482-8.3% | $139,434-61.5% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | 18.39% | 7404.20%-7385.8pp | 4239.32%-4220.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $74 | $1,398-94.7% | $1,053-93.0% | $4,751-98.4% |
| Participant deferral / active EE | $1,692 | $2,557-33.8% | $1,924-12.1% | $6,710-74.8% |
| Admin fee / account holder | $830 | $3,265-74.6% | $2,516-67.0% | $11,403-92.7% |