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 6-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 | $80,244 | $133,922-40.1% | $116,228-31.0% | $142,382-43.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 11.47% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,688 | $3,446+152.1% | $2,994+190.1% | $4,299+102.1% |
| Participant deferral / active EE | $20,200 | $5,672+256.1% | $4,953+307.8% | $6,507+210.4% |
| Admin fee / account holder | $369,961 | $14,945+2375.5% | $11,989+2985.8% | $12,624+2830.7% |