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 8-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 | $9,957 | $99,877-90.0% | $84,966-88.3% | $145,922-93.2% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 142.89% | 83.76%+59.1pp | 66.38%+76.5pp | 561.29%-418.4pp |
| Employer contribution / active EE | $9,852 | $3,231+204.9% | $2,727+261.3% | $4,660+111.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $518 | $7,248-92.9% | $6,149-91.6% | $13,397-96.1% |