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 | $66,171 | $94,752-30.2% | $112,887-41.4% | $139,434-52.5% |
| Participation rate | 0.0% | 81.3%-81.3pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 15.26% | 40.88%-25.6pp | 34.10%-18.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,666 | $4,625-42.4% | $4,563-41.6% | $4,751-43.9% |
| Participant deferral / active EE | $5,537 | $6,512-15.0% | $6,513-15.0% | $6,710-17.5% |
| Admin fee / account holder | $1,169 | $8,527-86.3% | $7,047-83.4% | $11,403-89.7% |