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 3-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 | $7,873 | $95,561-91.8% | $77,163-89.8% | $139,434-94.4% |
| Participation rate | 0.0% | 73.9%-73.9pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 16.50% | 54.92%-38.4pp | 37.87%-21.4pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,782 | $3,147-43.4% | $2,535-29.7% | $4,751-62.5% |
| Participant deferral / active EE | $4,129 | $4,624-10.7% | $3,833+7.7% | $6,710-38.5% |
| Admin fee / account holder | $744 | $8,295-91.0% | $5,472-86.4% | $11,403-93.5% |