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 | $8,332 | $123,909-93.3% | $69,647-88.0% | $145,922-94.3% |
| Participation rate | 38.1% | 69.2%-31.1pp | 66.5%-28.4pp | 80.3%-42.2pp |
| Annual return | 16.52% | 190.55%-174.0pp | 100.48%-84.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,617 | $4,236-61.8% | $2,886-44.0% | $6,688-75.8% |
| Admin fee / account holder | $470 | $7,863-94.0% | $4,713-90.0% | $13,397-96.5% |