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 10-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 | $119,289 | $87,540+36.3% | $75,781+57.4% | $125,391-4.9% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -1.63% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,700 | $3,930-56.7% | $3,323-48.8% | $4,866-65.1% |
| Participant deferral / active EE | $2,125 | $4,229-49.8% | $3,651-41.8% | $5,352-60.3% |
| Admin fee / account holder | $1,794 | $6,502-72.4% | $5,299-66.1% | $9,540-81.2% |