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 | $25,099 | $127,386-80.3% | $115,037-78.2% | $125,391-80.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 8.22% | 31.28%-23.1pp | 26.14%-17.9pp | 282.22%-274.0pp |
| Employer contribution / active EE | $1,846 | $5,166-64.3% | $4,608-59.9% | $4,866-62.1% |
| Participant deferral / active EE | $3,718 | $6,423-42.1% | $6,026-38.3% | $5,352-30.5% |
| Admin fee / account holder | $523 | $9,516-94.5% | $8,175-93.6% | $9,540-94.5% |