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 | $16,619 | $70,756-76.5% | $65,493-74.6% | $142,382-88.3% |
| Participation rate | 36.4% | 77.4%-41.0pp | 73.1%-36.7pp | 80.1%-43.8pp |
| Annual return | 30.68% | 1754.89%-1724.2pp | 982.45%-951.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $931 | $4,637-79.9% | $3,961-76.5% | $6,507-85.7% |
| Admin fee / account holder | $2,114 | $6,559-67.8% | $5,028-58.0% | $12,624-83.3% |