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 4-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 | $47,085 | $106,515-55.8% | $96,683-51.3% | $139,434-66.2% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 17.56% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,736 | $4,103-57.7% | $3,737-53.6% | $4,751-63.5% |
| Participant deferral / active EE | $4,272 | $5,454-21.7% | $4,878-12.4% | $6,710-36.3% |
| Admin fee / account holder | $510 | $7,877-93.5% | $6,730-92.4% | $11,403-95.5% |