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 | $237,609 | $95,862+147.9% | $79,550+198.7% | $134,475+76.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -15.37% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,240 | $3,128-60.4% | $2,413-48.6% | $4,740-73.8% |
| Participant deferral / active EE | $4,100 | $4,693-12.6% | $3,985+2.9% | $6,400-35.9% |
| Admin fee / account holder | $3,350 | $9,126-63.3% | $6,832-51.0% | $11,426-70.7% |