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 | $124,877 | $71,370+75.0% | $442,409-71.8% | $71,370+75.0% |
| Participation rate | 63.2% | 55.1%+8.1pp | 88.0%-24.8pp | 55.1%+8.1pp |
| Annual return | 20.02% | 15.87%+4.1pp | 90.53%-70.5pp | 15.87%+4.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $7,697-100.0% | $1,874-100.0% |
| Participant deferral / active EE | $6,174 | $2,656+132.5% | $7,555-18.3% | $2,656+132.5% |
| Admin fee / account holder | $5,505 | $6,050-9.0% | $51,603-89.3% | $6,050-9.0% |