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 | $97,125-85.4% | $86,233-83.5% | $137,256-89.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 116.75% | 74.19%+42.6pp | 61.39%+55.4pp | 220.34%-103.6pp |
| Employer contribution / active EE | $1,927 | $2,841-32.2% | $2,504-23.0% | $4,156-53.6% |
| Participant deferral / active EE | $6,266 | $5,180+21.0% | $4,559+37.4% | $6,407-2.2% |
| Admin fee / account holder | $20,949 | $9,725+115.4% | $8,342+151.1% | $12,270+70.7% |