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 | $72,636 | $117,983-38.4% | $101,794-28.6% | $142,382-49.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 13.69% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,780 | $2,773+0.3% | $2,289+21.5% | $4,299-35.3% |
| Participant deferral / active EE | $3,893 | $4,714-17.4% | $4,084-4.7% | $6,507-40.2% |
| Admin fee / account holder | $3,197 | $10,433-69.4% | $8,777-63.6% | $12,624-74.7% |