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 | $23,153 | $107,015-78.4% | $73,545-68.5% | $147,584-84.3% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | 20.43% | 38.25%-17.8pp | -15.16%+35.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,046 | $1,760+16.3% | $1,219+67.8% | $4,876-58.0% |
| Participant deferral / active EE | $4,429 | $2,462+79.9% | $1,806+145.2% | $5,439-18.6% |
| Admin fee / account holder | $485 | $3,055-84.1% | $2,320-79.1% | $10,885-95.5% |