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 | $119,555 | $71,370+67.5% | $289,028-58.6% | $71,370+67.5% |
| Participation rate | 42.7% | 55.1%-12.4pp | 78.0%-35.2pp | 55.1%-12.4pp |
| Annual return | 32.34% | 15.87%+16.5pp | 243.94%-211.6pp | 15.87%+16.5pp |
| Employer contribution / active EE | $1,165 | $1,874-37.8% | $6,326-81.6% | $1,874-37.8% |
| Participant deferral / active EE | $4,617 | $2,656+73.9% | $4,804-3.9% | $2,656+73.9% |
| Admin fee / account holder | $1,541 | $6,050-74.5% | $14,050-89.0% | $6,050-74.5% |