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 | $72,394 | $99,877-27.5% | $84,966-14.8% | $145,922-50.4% |
| Participation rate | 52.9% | 74.1%-21.1pp | 67.5%-14.6pp | 80.3%-27.3pp |
| Annual return | 21.02% | 83.76%-62.7pp | 66.38%-45.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,135 | $5,291+53.8% | $4,519+80.0% | $6,688+21.6% |
| Admin fee / account holder | $1,666 | $7,248-77.0% | $6,149-72.9% | $13,397-87.6% |