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 | $25,131 | $92,222-72.7% | $76,768-67.3% | $135,375-81.4% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -5.24% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $922 | $3,216-71.3% | $2,485-62.9% | $4,779-80.7% |
| Participant deferral / active EE | $4,279 | $4,509-5.1% | $3,852+11.1% | $5,609-23.7% |
| Admin fee / account holder | $6,525 | $10,748-39.3% | $6,675-2.3% | $10,827-39.7% |