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 5-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 | $11,136 | $90,348-87.7% | $75,972-85.3% | $145,922-92.4% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 15.13% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,823 | $5,162+109.7% | $4,255+154.3% | $6,688+61.8% |
| Admin fee / account holder | $25,856 | $8,467+205.4% | $6,467+299.8% | $13,397+93.0% |