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 | $32,864 | $106,584-69.2% | $101,326-67.6% | $142,382-76.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 35.81% | 36.93%-1.1pp | 36.82%-1.0pp | 217.08%-181.3pp |
| Employer contribution / active EE | $11,350 | $3,956+186.9% | $3,665+209.7% | $4,299+164.0% |
| Participant deferral / active EE | $15,934 | $8,297+92.0% | $7,994+99.3% | $6,507+144.9% |
| Admin fee / account holder | $25,786 | $11,446+125.3% | $11,185+130.5% | $12,624+104.3% |