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 7-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 | $24,452 | $80,717-69.7% | $154,803-84.2% | $84,808-71.2% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 22.02% | 37.96%-15.9pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,418 | $2,761-48.7% | $4,305-67.1% | $2,631-46.1% |
| Participant deferral / active EE | $4,266 | $3,303+29.2% | $5,540-23.0% | $4,212+1.3% |
| Admin fee / account holder | $3,156 | $6,746-53.2% | $14,329-78.0% | $7,344-57.0% |