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 | $80,973 | $133,922-39.5% | $116,228-30.3% | $142,382-43.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 18.96% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,256 | $3,446-63.6% | $2,994-58.1% | $4,299-70.8% |
| Participant deferral / active EE | $3,159 | $5,672-44.3% | $4,953-36.2% | $6,507-51.5% |
| Admin fee / account holder | $20,898 | $14,945+39.8% | $11,989+74.3% | $12,624+65.5% |