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 6-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 | $12,251 | $105,931-88.4% | $81,930-85.0% | $158,922-92.3% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.0%-72.0pp | 82.0%-82.0pp |
| Annual return | 25.69% | 38.17%-12.5pp | 29.49%-3.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $923 | $7,800-88.2% | $4,310-78.6% | $4,761-80.6% |
| Participant deferral / active EE | $1,435 | $13,003-89.0% | $7,107-79.8% | $5,982-76.0% |
| Admin fee / account holder | $2,002 | $8,489-76.4% | $5,158-61.2% | $11,246-82.2% |