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 | $18,422 | $148,534-87.6% | $135,903-86.4% | $139,434-86.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 158.07% | 79.19%+78.9pp | 68.23%+89.8pp | 372.94%-214.9pp |
| Employer contribution / active EE | $2,281 | $5,243-56.5% | $4,856-53.0% | $4,751-52.0% |
| Participant deferral / active EE | $7,013 | $8,100-13.4% | $7,758-9.6% | $6,710+4.5% |
| Admin fee / account holder | $3,972 | $12,400-68.0% | $10,762-63.1% | $11,403-65.2% |