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 | $129,365 | $87,013+48.7% | $106,213+21.8% | $80,856+60.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 13.39% | 17.05%-3.7pp | 116.14%-102.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $846 | $2,395-64.7% | $3,171-73.3% | $2,755-69.3% |
| Participant deferral / active EE | $1,846 | $3,986-53.7% | $5,016-63.2% | $4,296-57.0% |
| Admin fee / account holder | $57,120 | $8,431+577.5% | $11,033+417.7% | $6,918+725.7% |