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 | $77,242 | $105,630-26.9% | $87,507-11.7% | $273,961-71.8% |
| Participation rate | 0.0% | 78.2%-78.2pp | 73.8%-73.8pp | 83.0%-83.0pp |
| Annual return | 7.73% | 12.25%-4.5pp | 12.21%-4.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $10,294 | $3,141+227.8% | $2,550+303.8% | $4,869+111.4% |
| Participant deferral / active EE | $3,600 | $3,6010% | $3,149+14.3% | $5,287-31.9% |
| Admin fee / account holder | $2,920 | $4,781-38.9% | $4,221-30.8% | $10,132-71.2% |