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 | $35,311 | $65,409-46.0% | $98,442-64.1% | $85,850-58.9% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 14.50% | 21.76%-7.3pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,409 | $2,168-35.0% | $2,960-52.4% | $2,565-45.1% |
| Participant deferral / active EE | $2,965 | $3,166-6.4% | $4,276-30.7% | $3,952-25.0% |
| Admin fee / account holder | $3,373 | $4,593-26.5% | $5,949-43.3% | $6,260-46.1% |