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 | $25,304 | $97,125-73.9% | $86,233-70.7% | $137,256-81.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 13.13% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,950 | $2,841+39.0% | $2,504+57.7% | $4,156-5.0% |
| Participant deferral / active EE | $8,446 | $5,180+63.1% | $4,559+85.3% | $6,407+31.8% |
| Admin fee / account holder | $15,452 | $9,725+58.9% | $8,342+85.2% | $12,270+25.9% |