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 7-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 | $41,058 | $159,901-74.3% | $146,958-72.1% | $145,922-71.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.79% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,303 | $5,286-56.4% | $4,933-53.3% | $4,660-50.6% |
| Participant deferral / active EE | $2,878 | $8,428-65.9% | $8,070-64.3% | $6,688-57.0% |
| Admin fee / account holder | $355 | $15,044-97.6% | $12,998-97.3% | $13,397-97.3% |