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 | $77,152 | $106,515-27.6% | $96,683-20.2% | $139,434-44.7% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 14.68% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,530 | $4,103-62.7% | $3,737-59.1% | $4,751-67.8% |
| Participant deferral / active EE | $2,969 | $5,454-45.6% | $4,878-39.1% | $6,710-55.8% |
| Admin fee / account holder | $563 | $7,877-92.9% | $6,730-91.6% | $11,403-95.1% |