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 3-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 | $19,162 | $34,934-45.1% | $56,411-66.0% | $74,495-74.3% |
| Participation rate | 6.3% | 32.8%-26.6pp | 52.5%-46.2pp | 67.2%-61.0pp |
| Annual return | 13.34% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $239 | $609-60.8% | $1,039-77.0% | $2,623-90.9% |
| Participant deferral / active EE | $433 | $1,170-63.0% | $1,952-77.8% | $4,346-90.0% |
| Admin fee / account holder | $397 | $2,364-83.2% | $2,829-86.0% | $1,942-79.6% |