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 | $57,496 | $92,985-38.2% | $153,432-62.5% | $80,874-28.9% |
| Participation rate | 0.0% | 69.0%-69.0pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 11.72% | 19.95%-8.2pp | 15.66%-3.9pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,680 | $3,507-52.1% | $5,038-66.7% | $2,756-39.0% |
| Participant deferral / active EE | $4,279 | $5,178-17.4% | $6,757-36.7% | $4,297-0.4% |
| Admin fee / account holder | $43,589 | $8,880+390.8% | $12,725+242.6% | $6,935+528.5% |