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 | $4,998 | $27,915-82.1% | $58,482-91.5% | $75,163-93.4% |
| Participation rate | 34.7% | 38.8%-4.2pp | 50.9%-16.2pp | 67.2%-32.5pp |
| Annual return | 42.84% | 44.20%-1.4pp | 4239.32%-4196.5pp | 160.62%-117.8pp |
| Employer contribution / active EE | $676 | $669+1.1% | $1,053-35.8% | $2,670-74.7% |
| Participant deferral / active EE | $1,186 | $1,201-1.3% | $1,924-38.4% | $4,125-71.3% |
| Admin fee / account holder | $516 | $1,726-70.1% | $2,516-79.5% | $5,651-90.9% |