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 | $16,957 | $105,998-84.0% | $92,233-81.6% | $147,584-88.5% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 16.64% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,109 | $4,333+64.1% | $3,679+93.2% | $4,876+45.8% |
| Participant deferral / active EE | $11,801 | $4,478+163.5% | $3,897+202.8% | $5,439+117.0% |
| Admin fee / account holder | $6,860 | $6,332+8.3% | $5,194+32.1% | $10,885-37.0% |