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 6-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 | $2,616 | $72,071-96.4% | $68,368-96.2% | $137,256-98.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 20.91% | 353.14%-332.2pp | 292.57%-271.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $5,583 | $2,788+100.3% | $2,649+110.8% | $4,156+34.3% |
| Participant deferral / active EE | $7,350 | $4,410+66.7% | $4,123+78.3% | $6,407+14.7% |
| Admin fee / account holder | $45,244 | $5,336+748.0% | $5,150+778.6% | $12,270+268.7% |