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 | $42,586 | $100,773-57.7% | $88,946-52.1% | $142,382-70.1% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 16.36% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,235 | $2,918+79.4% | $2,555+104.9% | $4,299+21.8% |
| Participant deferral / active EE | $9,853 | $5,230+88.4% | $4,581+115.1% | $6,507+51.4% |
| Admin fee / account holder | $52,066 | $9,693+437.1% | $8,261+530.3% | $12,624+312.4% |