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 | $67,496 | $101,317-33.4% | $146,958-54.1% | $74,495-9.4% |
| Participation rate | 38.9% | 75.5%-36.6pp | 82.2%-43.2pp | 67.2%-28.3pp |
| Annual return | 15.55% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,624 | $3,810-57.4% | $4,933-67.1% | $2,623-38.1% |
| Participant deferral / active EE | $3,370 | $7,303-53.9% | $8,070-58.2% | $4,346-22.5% |
| Admin fee / account holder | $8,138 | $1,739+368.0% | $12,998-37.4% | $1,942+319.1% |