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 | $68,602 | $76,367-10.2% | $93,606-26.7% | $72,985-6.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 18.21% | 25.82%-7.6pp | 32.76%-14.5pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,211 | $2,275-2.8% | $2,718-18.6% | $2,440-9.4% |
| Participant deferral / active EE | $4,677 | $3,538+32.2% | $4,069+15.0% | $3,607+29.7% |
| Admin fee / account holder | $1,798 | $6,838-73.7% | $7,888-77.2% | $5,124-64.9% |