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 10-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 | $18,869 | $138,044-86.3% | $125,339-84.9% | $134,475-86.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -20.22% | 750.33%-770.5pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $8,166 | $5,243+55.7% | $4,814+69.6% | $4,740+72.3% |
| Participant deferral / active EE | $4,487 | $7,799-42.5% | $7,446-39.7% | $6,400-29.9% |
| Admin fee / account holder | $16,462 | $11,571+42.3% | $10,010+64.5% | $11,426+44.1% |