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 | $60,772 | $159,602-61.9% | $150,045-59.5% | $142,382-57.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 13.87% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $80,674 | $4,961+1526.3% | $4,693+1619.0% | $4,299+1776.5% |
| Participant deferral / active EE | $37,236 | $8,310+348.1% | $7,997+365.6% | $6,507+472.2% |
| Admin fee / account holder | $1,411,195 | $14,846+9405.3% | $13,435+10404.1% | $12,624+11078.9% |