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 | $24,325 | $72,400-66.4% | $67,502-64.0% | $145,922-83.3% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 55.66% | 7182.46%-7126.8pp | 3512.12%-3456.5pp | 561.29%-505.6pp |
| Employer contribution / active EE | $3,383 | $3,069+10.2% | $2,731+23.9% | $4,660-27.4% |
| Participant deferral / active EE | $11,680 | $4,783+144.2% | $4,000+192.0% | $6,688+74.6% |
| Admin fee / account holder | $32,272 | $5,539+482.7% | $3,998+707.3% | $13,397+140.9% |