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 | $26,615 | $108,172-75.4% | $77,482-65.7% | $158,922-83.3% |
| Participation rate | 0.0% | 64.4%-64.4pp | 54.2%-54.2pp | 82.0%-82.0pp |
| Annual return | 15.06% | 31.67%-16.6pp | 54.79%-39.7pp | 302.83%-287.8pp |
| Employer contribution / active EE | $119 | $1,325-91.0% | $986-88.0% | $4,761-97.5% |
| Participant deferral / active EE | $236 | $2,456-90.4% | $1,861-87.3% | $5,982-96.1% |
| Admin fee / account holder | $1,034 | $3,708-72.1% | $2,858-63.8% | $11,246-90.8% |