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 | $45,633 | $95,862-52.4% | $79,550-42.6% | $134,475-66.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | 13.75% | -2.69%+16.4pp | 0.16%+13.6pp | 417.96%-404.2pp |
| Employer contribution / active EE | $3,656 | $3,128+16.9% | $2,413+51.5% | $4,740-22.9% |
| Participant deferral / active EE | $6,422 | $4,693+36.9% | $3,985+61.2% | $6,400+0.4% |
| Admin fee / account holder | $652 | $9,126-92.9% | $6,832-90.5% | $11,426-94.3% |