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 | $39,628 | $152,587-74.0% | $125,175-68.3% | $152,861-74.1% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 11.38% | 54.84%-43.5pp | 43.79%-32.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $6,283 | $4,946+27.0% | $3,865+62.5% | $4,762+31.9% |
| Participant deferral / active EE | $2,000 | $5,868-65.9% | $4,937-59.5% | $5,850-65.8% |
| Admin fee / account holder | $378,061 | $13,434+2714.2% | $9,702+3796.7% | $11,596+3160.1% |