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 4-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 | $31,977 | $72,400-55.8% | $67,502-52.6% | $145,922-78.1% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 16.30% | 7182.46%-7166.2pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,461 | $3,069+12.8% | $2,731+26.7% | $4,660-25.7% |
| Participant deferral / active EE | $10,195 | $4,783+113.2% | $4,000+154.9% | $6,688+52.4% |
| Admin fee / account holder | $3,775 | $5,539-31.8% | $3,998-5.6% | $13,397-71.8% |