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 | $158,859 | $138,044+15.1% | $125,339+26.7% | $134,475+18.1% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -13.17% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $16,833 | $5,243+221.0% | $4,814+249.7% | $4,740+255.1% |
| Participant deferral / active EE | $13,952 | $7,799+78.9% | $7,446+87.4% | $6,400+118.0% |
| Admin fee / account holder | $6,850 | $11,571-40.8% | $10,010-31.6% | $11,426-40.0% |