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 | $56,788 | $158,398-64.1% | $126,539-55.1% | $142,382-60.1% |
| Participation rate | 12.5% | 75.8%-63.3pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 13.69% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $338 | $4,650-92.7% | $3,674-90.8% | $4,299-92.1% |
| Participant deferral / active EE | $491 | $4,767-89.7% | $4,083-88.0% | $6,507-92.5% |
| Admin fee / account holder | $890 | $6,918-87.1% | $6,065-85.3% | $12,624-92.9% |