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 | $35,009 | $99,020-64.6% | $86,590-59.6% | $147,584-76.3% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 16.90% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,632 | $3,132-47.9% | $2,839-42.5% | $4,876-66.5% |
| Participant deferral / active EE | $3,976 | $3,972+0.1% | $3,609+10.2% | $5,439-26.9% |
| Admin fee / account holder | $3,543 | $5,710-38.0% | $4,906-27.8% | $10,885-67.5% |