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 7-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 | $34,732 | $165,912-79.1% | $122,332-71.6% | $147,584-76.5% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 18.08% | 34.55%-16.5pp | 30.27%-12.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $4,692 | $5,754-18.5% | $4,050+15.8% | $4,876-3.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,602 | $7,424-24.5% | $5,478+2.3% | $10,885-48.5% |