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 | $70,481 | $71,050-0.8% | $93,606-24.7% | $80,856-12.8% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 20.23% | 11.26%+9.0pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $407 | $1,564-74.0% | $2,420-83.2% | $2,755-85.2% |
| Participant deferral / active EE | $1,607 | $4,034-60.2% | $4,411-63.6% | $4,296-62.6% |
| Admin fee / account holder | $3,566 | $6,945-48.6% | $8,285-57.0% | $6,918-48.4% |