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 | $14,584 | $100,773-85.5% | $88,946-83.6% | $142,382-89.8% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 12.35% | 70.18%-57.8pp | 57.82%-45.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,445 | $2,918-16.2% | $2,555-4.3% | $4,299-43.1% |
| Participant deferral / active EE | $2,602 | $5,230-50.3% | $4,581-43.2% | $6,507-60.0% |
| Admin fee / account holder | $20,635 | $9,693+112.9% | $8,261+149.8% | $12,624+63.5% |