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 | $10,187 | $34,934-70.8% | $56,411-81.9% | $74,495-86.3% |
| Participation rate | 17.9% | 32.8%-14.9pp | 52.5%-34.6pp | 67.2%-49.3pp |
| Annual return | 18.77% | 25.94%-7.2pp | 1701.33%-1682.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $523 | $609-14.1% | $1,039-49.6% | $2,623-80.1% |
| Participant deferral / active EE | $931 | $1,170-20.5% | $1,952-52.3% | $4,346-78.6% |
| Admin fee / account holder | $436 | $2,364-81.5% | $2,829-84.6% | $1,942-77.5% |