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 | $217,563 | $106,515+104.3% | $96,683+125.0% | $139,434+56.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 13.39% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,332 | $4,103-67.5% | $3,737-64.4% | $4,751-72.0% |
| Participant deferral / active EE | $1,548 | $5,454-71.6% | $4,878-68.3% | $6,710-76.9% |
| Admin fee / account holder | $24,069 | $7,877+205.6% | $6,730+257.7% | $11,403+111.1% |