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 | $22,000 | $138,044-84.1% | $125,339-82.4% | $134,475-83.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 0.31% | 750.33%-750.0pp | 572.05%-571.7pp | 417.96%-417.7pp |
| Employer contribution / active EE | $4,000 | $5,243-23.7% | $4,814-16.9% | $4,740-15.6% |
| Participant deferral / active EE | $3,333 | $7,799-57.3% | $7,446-55.2% | $6,400-47.9% |
| Admin fee / account holder | $136,111 | $11,571+1076.3% | $10,010+1259.8% | $11,426+1091.2% |