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 | $39,056 | $214,378-81.8% | $200,582-80.5% | $142,382-72.6% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 33.41% | 46.41%-13.0pp | 42.33%-8.9pp | 217.08%-183.7pp |
| Employer contribution / active EE | $486,618 | $6,841+7012.9% | $6,419+7481.1% | $4,299+11219.0% |
| Participant deferral / active EE | $205,067 | $9,865+1978.8% | $9,331+2097.7% | $6,507+3051.4% |
| Admin fee / account holder | $304,195 | $17,692+1619.4% | $16,305+1765.7% | $12,624+2309.7% |