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 9-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 | $47,448 | $176,662-73.1% | $130,648-63.7% | $152,861-69.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 19.14% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $357 | $4,361-91.8% | $3,603-90.1% | $5,850-93.9% |
| Admin fee / account holder | $27,012 | $7,133+278.7% | $5,464+394.3% | $11,596+132.9% |