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 | $66,181 | $116,175-43.0% | $93,606-29.3% | $152,861-56.7% |
| Participation rate | 0.0% | 78.0%-78.0pp | 75.8%-75.8pp | 82.4%-82.4pp |
| Annual return | 18.29% | 35.96%-17.7pp | 32.76%-14.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,692 | $3,218-47.4% | $2,718-37.8% | $4,762-64.5% |
| Participant deferral / active EE | $3,114 | $4,603-32.3% | $4,069-23.5% | $5,850-46.8% |
| Admin fee / account holder | $1,626 | $10,748-84.9% | $7,888-79.4% | $11,596-86.0% |