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 9-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 | $91,544 | $101,724-10.0% | $164,813-44.5% | $80,856+13.2% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.6%-67.6pp |
| Annual return | 25.67% | 16.72%+9.0pp | 69.93%-44.3pp | 35.59%-9.9pp |
| Employer contribution / active EE | $3,085 | $2,953+4.4% | $4,341-28.9% | $2,755+12.0% |
| Participant deferral / active EE | $2,231 | $4,477-50.2% | $6,031-63.0% | $4,296-48.1% |
| Admin fee / account holder | $1,810 | $8,227-78.0% | $12,690-85.7% | $6,918-73.8% |