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 | $18,400 | $109,817-83.2% | $98,442-81.3% | $167,490-89.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 26.87% | 1956.69%-1929.8pp | 1492.73%-1465.9pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,546 | $3,224-52.0% | $2,960-47.8% | $4,837-68.0% |
| Participant deferral / active EE | $3,381 | $4,673-27.6% | $4,276-20.9% | $6,341-46.7% |
| Admin fee / account holder | $2,331 | $6,753-65.5% | $5,949-60.8% | $12,309-81.1% |