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 8-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 | $37,975 | $99,341-61.8% | $84,750-55.2% | $273,961-86.1% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 5.05% | 22.93%-17.9pp | 22.78%-17.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,723 | $4,214-35.4% | $3,574-23.8% | $4,869-44.1% |
| Participant deferral / active EE | $5,341 | $4,269+25.1% | $3,712+43.9% | $5,287+1.0% |
| Admin fee / account holder | $614 | $6,644-90.8% | $5,332-88.5% | $10,132-93.9% |