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 | $11,255 | $90,348-87.5% | $75,972-85.2% | $145,922-92.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 11.56% | 620.88%-609.3pp | 359.55%-348.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $8,488 | $3,311+156.4% | $2,685+216.1% | $4,660+82.2% |
| Participant deferral / active EE | $8,488 | $5,162+64.4% | $4,255+99.5% | $6,688+26.9% |
| Admin fee / account holder | $13,467 | $8,467+59.1% | $6,467+108.3% | $13,397+0.5% |