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 | $50,393 | $34,934+44.3% | $56,411-10.7% | $74,495-32.4% |
| Participation rate | 7.6% | 32.8%-25.2pp | 52.5%-44.8pp | 67.2%-59.6pp |
| Annual return | 13.00% | 25.94%-12.9pp | 1701.33%-1688.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $152 | $609-75.0% | $1,039-85.3% | $2,623-94.2% |
| Participant deferral / active EE | $623 | $1,170-46.8% | $1,952-68.1% | $4,346-85.7% |
| Admin fee / account holder | $785 | $2,364-66.8% | $2,829-72.2% | $1,942-59.6% |