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 | $9,005 | $99,918-91.0% | $81,382-88.9% | $145,922-93.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 10.99% | 34.32%-23.3pp | 24.73%-13.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,379 | $2,978-53.7% | $2,463-44.0% | $4,660-70.4% |
| Participant deferral / active EE | $3,849 | $4,605-16.4% | $3,883-0.9% | $6,688-42.4% |
| Admin fee / account holder | $1,516 | $8,212-81.5% | $5,768-73.7% | $13,397-88.7% |