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 | $65,887 | $111,724-41.0% | $93,606-29.6% | $145,922-54.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 16.87% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $899 | $3,090-70.9% | $2,420-62.8% | $4,660-80.7% |
| Participant deferral / active EE | $2,963 | $4,912-39.7% | $4,411-32.8% | $6,688-55.7% |
| Admin fee / account holder | $15,413 | $10,250+50.4% | $8,285+86.0% | $13,397+15.0% |