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 3-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 | $30,128 | $172,111-82.5% | $150,298-80.0% | $137,256-78.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 16.27% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,076 | $4,636-33.7% | $4,154-26.0% | $4,156-26.0% |
| Participant deferral / active EE | $7,689 | $6,166+24.7% | $5,453+41.0% | $6,407+20.0% |
| Admin fee / account holder | $63,005 | $16,471+282.5% | $14,116+346.3% | $12,270+413.5% |