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 | $14,352 | $76,738-81.3% | $56,411-74.6% | $145,922-90.2% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 16.93% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $569 | $1,380-58.8% | $1,039-45.3% | $4,660-87.8% |
| Participant deferral / active EE | $1,350 | $2,623-48.5% | $1,952-30.9% | $6,688-79.8% |
| Admin fee / account holder | $700 | $3,334-79.0% | $2,829-75.3% | $13,397-94.8% |