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 | $42,168 | $197,825-78.7% | $155,790-72.9% | $125,391-66.4% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | 0.65% | 86.74%-86.1pp | 71.54%-70.9pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,914 | $4,847-60.5% | $3,836-50.1% | $4,866-60.7% |
| Participant deferral / active EE | $938 | $5,630-83.3% | $4,797-80.5% | $5,352-82.5% |
| Admin fee / account holder | $777 | $9,545-91.9% | $7,478-89.6% | $9,540-91.9% |