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 4-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 | $40,927 | $111,754-63.4% | $103,333-60.4% | $145,922-72.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,396 | $4,212-19.4% | $3,868-12.2% | $4,660-27.1% |
| Participant deferral / active EE | $7,685 | $5,619+36.8% | $5,057+51.9% | $6,688+14.9% |
| Admin fee / account holder | $1,431 | $9,750-85.3% | $8,355-82.9% | $13,397-89.3% |