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 9-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 | $78,832 | $133,958-41.2% | $112,228-29.8% | $134,475-41.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | -18.74% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,893 | $4,038-28.3% | $3,635-20.4% | $4,740-39.0% |
| Participant deferral / active EE | $9,104 | $5,291+72.1% | $4,728+92.6% | $6,400+42.3% |
| Admin fee / account holder | $1,303 | $7,489-82.6% | $6,410-79.7% | $11,426-88.6% |