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 6-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 | $28,186 | $43,133-34.7% | $89,391-68.5% | $73,488-61.6% |
| Participation rate | 39.0% | 55.0%-15.9pp | 68.0%-29.0pp | 70.7%-31.7pp |
| Annual return | 721.26% | 135.66%+585.6pp | 245.62%+475.6pp | 28.51%+692.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $989 | $2,445-59.5% | $3,890-74.6% | $3,740-73.6% |
| Admin fee / account holder | $814 | $444+83.5% | $4,881-83.3% | $513+58.7% |