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 | $82,314 | $104,251-21.0% | $91,001-9.5% | $147,584-44.2% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.6%-75.6pp | 82.8%-82.8pp |
| Annual return | 12.71% | 27.06%-14.4pp | 4.60%+8.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,783 | $4,195+204.7% | $3,547+260.3% | $5,439+135.0% |
| Admin fee / account holder | $8,157 | $8,948-8.8% | $5,417+50.6% | $10,885-25.1% |