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 | $64,457 | $77,419-16.7% | $69,455-7.2% | $152,861-57.8% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 20.82% | 39.06%-18.2pp | 28.97%-8.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $871 | $3,315-73.7% | $2,779-68.7% | $4,762-81.7% |
| Participant deferral / active EE | $8,721 | $4,414+97.6% | $3,535+146.7% | $5,850+49.1% |
| Admin fee / account holder | $596 | $6,207-90.4% | $3,839-84.5% | $11,596-94.9% |