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 | $103,371 | $148,534-30.4% | $135,903-23.9% | $139,434-25.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 20.73% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $51,313 | $5,243+878.7% | $4,856+956.7% | $4,751+980.1% |
| Participant deferral / active EE | $28,312 | $8,100+249.5% | $7,758+264.9% | $6,710+321.9% |
| Admin fee / account holder | $1,722 | $12,400-86.1% | $10,762-84.0% | $11,403-84.9% |