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 | $81,115 | $45,035+80.1% | $62,995+28.8% | $70,131+15.7% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 14.35% | 18.76%-4.4pp | 87.57%-73.2pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,975 | $2,051-3.7% | $2,759-28.4% | $2,342-15.7% |
| Participant deferral / active EE | $4,125 | $2,465+67.4% | $3,329+23.9% | $3,332+23.8% |
| Admin fee / account holder | $1,944 | $2,834-31.4% | $3,600-46.0% | $4,645-58.1% |