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 | $28,438 | $165,984-82.9% | $164,813-82.7% | $145,922-80.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 9.43% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,418 | $5,273-73.1% | $4,341-67.3% | $4,660-69.6% |
| Participant deferral / active EE | $2,385 | $6,959-65.7% | $6,031-60.5% | $6,688-64.3% |
| Admin fee / account holder | $1,575 | $16,648-90.5% | $12,690-87.6% | $13,397-88.2% |