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 | $13,062 | $109,982-88.1% | $97,226-86.6% | $145,922-91.0% |
| Participation rate | 19.0% | 75.9%-56.9pp | 72.7%-53.6pp | 80.3%-61.2pp |
| Annual return | 8.71% | 242.90%-234.2pp | 75.13%-66.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $530 | $3,084-82.8% | $2,729-80.6% | $4,660-88.6% |
| Participant deferral / active EE | $1,400 | $4,676-70.1% | $4,264-67.2% | $6,688-79.1% |
| Admin fee / account holder | $3,602 | $6,221-42.1% | $5,654-36.3% | $13,397-73.1% |