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 | $99,490 | $85,766+16.0% | $136,294-27.0% | $70,131+41.9% |
| Participation rate | 49.1% | 74.2%-25.1pp | 81.9%-32.9pp | 69.5%-20.5pp |
| Annual return | 72.14% | 31.45%+40.7pp | 5155.94%-5083.8pp | 73.14%-1.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,537 | $5,051+9.6% | $6,247-11.4% | $3,332+66.2% |
| Admin fee / account holder | $729 | $5,420-86.5% | $9,243-92.1% | $4,645-84.3% |