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 | $33,304 | $81,625-59.2% | $58,482-43.1% | $139,434-76.1% |
| Participation rate | 5.3% | 61.3%-56.1pp | 50.9%-45.6pp | 80.3%-75.1pp |
| Annual return | 43.11% | 7404.20%-7361.1pp | 4239.32%-4196.2pp | 372.94%-329.8pp |
| Employer contribution / active EE | $136 | $1,398-90.3% | $1,053-87.1% | $4,751-97.1% |
| Participant deferral / active EE | $996 | $2,557-61.0% | $1,924-48.2% | $6,710-85.2% |
| Admin fee / account holder | $813 | $3,265-75.1% | $2,516-67.7% | $11,403-92.9% |