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 | $19,945 | $210,648-90.5% | $177,989-88.8% | $145,922-86.3% |
| Participation rate | 44.4% | 80.8%-36.3pp | 77.1%-32.6pp | 80.3%-35.8pp |
| Annual return | 7.78% | 385.86%-378.1pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,215 | $4,565-73.4% | $3,949-69.2% | $4,660-73.9% |
| Participant deferral / active EE | $2,843 | $6,958-59.1% | $6,276-54.7% | $6,688-57.5% |
| Admin fee / account holder | $3,754 | $12,013-68.7% | $10,363-63.8% | $13,397-72.0% |