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 10-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 | $31,352 | $77,899-59.8% | $149,673-79.1% | $75,163-58.3% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 19.50% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,374 | $3,137-24.3% | $4,818-50.7% | $2,670-11.1% |
| Participant deferral / active EE | $5,623 | $3,411+64.9% | $5,680-1.0% | $4,125+36.3% |
| Admin fee / account holder | $772 | $5,956-87.0% | $13,210-94.2% | $5,651-86.3% |