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 7-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 | $35,550 | $51,175-30.5% | $70,515-49.6% | $75,163-52.7% |
| Participation rate | 0.0% | 60.9%-60.9pp | 68.3%-68.3pp | 67.2%-67.2pp |
| Annual return | 18.11% | 30.02%-11.9pp | 32.77%-14.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,648 | $1,826+45.0% | $2,973-10.9% | $2,670-0.8% |
| Participant deferral / active EE | $4,779 | $2,849+67.7% | $4,567+4.6% | $4,125+15.8% |
| Admin fee / account holder | $3,473 | $4,091-15.1% | $6,412-45.8% | $5,651-38.5% |