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 | $111,776 | $140,578-20.5% | $100,671+11.0% | $125,391-10.9% |
| Participation rate | 0.0% | 80.4%-80.4pp | 70.7%-70.7pp | 83.2%-83.2pp |
| Annual return | -2.70% | 24.67%-27.4pp | 20.43%-23.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,162 | $5,965-63.8% | $4,012-46.1% | $4,866-55.6% |
| Participant deferral / active EE | $5,232 | $3,981+31.4% | $3,144+66.4% | $5,352-2.2% |
| Admin fee / account holder | $2,794 | $6,716-58.4% | $4,850-42.4% | $9,540-70.7% |