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 4-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 | $40,783 | $148,534-72.5% | $135,903-70.0% | $139,434-70.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 40.57% | 79.19%-38.6pp | 68.23%-27.7pp | 372.94%-332.4pp |
| Employer contribution / active EE | $4,987 | $5,243-4.9% | $4,856+2.7% | $4,751+5.0% |
| Participant deferral / active EE | $15,937 | $8,100+96.7% | $7,758+105.4% | $6,710+137.5% |
| Admin fee / account holder | $450 | $12,400-96.4% | $10,762-95.8% | $11,403-96.1% |