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 | $31,381 | $84,695-62.9% | $73,843-57.5% | $125,391-75.0% |
| Participation rate | 0.0% | 76.8%-76.8pp | 73.4%-73.4pp | 83.2%-83.2pp |
| Annual return | 35.92% | 3123.53%-3087.6pp | 2267.84%-2231.9pp | 282.22%-246.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,683 | $3,992+17.3% | $3,583+30.7% | $5,352-12.5% |
| Admin fee / account holder | $709 | $5,691-87.5% | $4,880-85.5% | $9,540-92.6% |