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 | $94,794 | $102,317-7.4% | $146,958-35.5% | $80,856+17.2% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,466 | $3,713-33.6% | $4,933-50.0% | $2,755-10.5% |
| Participant deferral / active EE | $8,829 | $6,644+32.9% | $8,070+9.4% | $4,296+105.5% |
| Admin fee / account holder | $9,684 | $7,941+21.9% | $12,998-25.5% | $6,918+40.0% |