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 | $21,701 | $210,698-89.7% | $178,014-87.8% | $145,959-85.1% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 14.11% | 386.27%-372.2pp | 294.80%-280.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,466 | $4,567-67.9% | $3,950-62.9% | $4,661-68.5% |
| Participant deferral / active EE | $3,029 | $6,958-56.5% | $6,276-51.7% | $6,689-54.7% |
| Admin fee / account holder | $1,864 | $12,016-84.5% | $10,362-82.0% | $13,398-86.1% |