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 5-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 | $41,624 | $29,660+40.3% | $56,411-26.2% | $80,856-48.5% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 27.51% | 35.23%-7.7pp | 1701.33%-1673.8pp | 35.59%-8.1pp |
| Employer contribution / active EE | $1,794 | $669+168.1% | $1,039+72.7% | $2,755-34.9% |
| Participant deferral / active EE | $5,330 | $1,226+334.7% | $1,952+173.1% | $4,296+24.1% |
| Admin fee / account holder | $1,278 | $2,428-47.4% | $2,829-54.8% | $6,918-81.5% |