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 | $66,126 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-75.9% |
| Participation rate | 0.0% | 74.1%-74.1pp | 68.4%-68.4pp | 83.0%-83.0pp |
| Annual return | 7.69% | 2.55%+5.1pp | 5.24%+2.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,475 | $2,350+47.9% | $1,844+88.5% | $4,869-28.6% |
| Participant deferral / active EE | $6,209 | $2,962+109.6% | $2,591+139.7% | $5,287+17.4% |
| Admin fee / account holder | $2,214 | $3,725-40.6% | $2,903-23.7% | $10,132-78.1% |