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 5-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 | $72,810 | $121,625-40.1% | $104,607-30.4% | $158,922-54.2% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 5.53% | 465.26%-459.7pp | 340.46%-334.9pp | 302.83%-297.3pp |
| Employer contribution / active EE | $3,558 | $3,163+12.5% | $2,681+32.7% | $4,761-25.3% |
| Participant deferral / active EE | $8,764 | $4,177+109.8% | $3,740+134.4% | $5,982+46.5% |
| Admin fee / account holder | $3,435 | $7,787-55.9% | $6,473-46.9% | $11,246-69.5% |