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 | $135,979 | $92,222+47.4% | $76,768+77.1% | $135,375+0.4% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -4.62% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,827 | $3,216+19.0% | $2,485+54.0% | $4,779-19.9% |
| Participant deferral / active EE | $12,402 | $4,509+175.1% | $3,852+222.0% | $5,609+121.1% |
| Admin fee / account holder | $2,782 | $10,748-74.1% | $6,675-58.3% | $10,827-74.3% |