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 | $45,909 | $105,998-56.7% | $92,233-50.2% | $147,584-68.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 11.86% | 50.05%-38.2pp | 176.28%-164.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,073 | $4,333-52.2% | $3,679-43.7% | $4,876-57.5% |
| Participant deferral / active EE | $4,637 | $4,478+3.6% | $3,897+19.0% | $5,439-14.7% |
| Admin fee / account holder | $8,465 | $6,332+33.7% | $5,194+63.0% | $10,885-22.2% |