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 | $70,087 | $180,449-61.2% | $154,107-54.5% | $135,375-48.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -8.33% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,030 | $6,035-33.2% | $5,298-23.9% | $4,779-15.7% |
| Participant deferral / active EE | $4,358 | $5,806-24.9% | $5,081-14.2% | $5,609-22.3% |
| Admin fee / account holder | $2,856 | $16,143-82.3% | $13,411-78.7% | $10,827-73.6% |