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 | $32,018 | $133,922-76.1% | $116,228-72.5% | $142,382-77.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 12.91% | 147.76%-134.9pp | 90.06%-77.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,005 | $3,446-70.8% | $2,994-66.4% | $4,299-76.6% |
| Participant deferral / active EE | $3,212 | $5,672-43.4% | $4,953-35.1% | $6,507-50.6% |
| Admin fee / account holder | $1,410 | $14,945-90.6% | $11,989-88.2% | $12,624-88.8% |