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 | $5,703 | $158,398-96.4% | $126,539-95.5% | $142,382-96.0% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 20.05% | 593.76%-573.7pp | 425.95%-405.9pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,312 | $4,650-71.8% | $3,674-64.3% | $4,299-69.5% |
| Participant deferral / active EE | $1,569 | $4,767-67.1% | $4,083-61.6% | $6,507-75.9% |
| Admin fee / account holder | $364 | $6,918-94.7% | $6,065-94.0% | $12,624-97.1% |