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 4-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 | $16,905 | $76,738-78.0% | $56,411-70.0% | $145,922-88.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 22.16% | 2994.23%-2972.1pp | 1701.33%-1679.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $5,545 | $1,380+301.8% | $1,039+433.9% | $4,660+19.0% |
| Participant deferral / active EE | $21,437 | $2,623+717.4% | $1,952+998.3% | $6,688+220.5% |
| Admin fee / account holder | $585 | $3,334-82.5% | $2,829-79.3% | $13,397-95.6% |