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 6-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 | $28,432 | $148,534-80.9% | $135,903-79.1% | $139,434-79.6% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 12.12% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,281 | $5,243-37.4% | $4,856-32.4% | $4,751-30.9% |
| Participant deferral / active EE | $5,368 | $8,100-33.7% | $7,758-30.8% | $6,710-20.0% |
| Admin fee / account holder | $31,056 | $12,400+150.5% | $10,762+188.6% | $11,403+172.4% |