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 | $100,773-74.9% | $88,946-71.6% | $142,382-82.2% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 13.13% | 70.18%-57.0pp | 57.82%-44.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,950 | $2,918+35.4% | $2,555+54.6% | $4,299-8.1% |
| Participant deferral / active EE | $8,446 | $5,230+61.5% | $4,581+84.4% | $6,507+29.8% |
| Admin fee / account holder | $15,452 | $9,693+59.4% | $8,261+87.0% | $12,624+22.4% |