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 | $6,838 | $158,398-95.7% | $126,539-94.6% | $142,382-95.2% |
| Participation rate | 14.3% | 75.8%-61.5pp | 69.8%-55.5pp | 80.1%-65.8pp |
| Annual return | 73.92% | 593.76%-519.8pp | 425.95%-352.0pp | 217.08%-143.2pp |
| Employer contribution / active EE | $432 | $4,650-90.7% | $3,674-88.2% | $4,299-89.9% |
| Participant deferral / active EE | $432 | $4,767-90.9% | $4,083-89.4% | $6,507-93.4% |
| Admin fee / account holder | $964 | $6,918-86.1% | $6,065-84.1% | $12,624-92.4% |