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 | $34,932-45.1% | $56,441-66.0% | $74,546-74.3% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.2pp | 67.2%-61.0pp |
| Annual return | 13.34% | 24.90%-11.6pp | 1704.21%-1690.9pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $239 | $608-60.7% | $1,039-77.0% | $2,624-90.9% |
| Participant deferral / active EE | $433 | $1,173-63.1% | $1,953-77.8% | $4,347-90.0% |
| Admin fee / account holder | $397 | $2,359-83.2% | $2,829-86.0% | $1,944-79.6% |