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 3-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 | $14,195 | $100,773-85.9% | $88,946-84.0% | $142,382-90.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 116.75% | 70.18%+46.6pp | 57.82%+58.9pp | 217.08%-100.3pp |
| Employer contribution / active EE | $1,927 | $2,918-33.9% | $2,555-24.6% | $4,299-55.2% |
| Participant deferral / active EE | $6,266 | $5,230+19.8% | $4,581+36.8% | $6,507-3.7% |
| Admin fee / account holder | $20,949 | $9,693+116.1% | $8,261+153.6% | $12,624+66.0% |