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 | $94,874 | $60,243+57.5% | $86,612+9.5% | - |
| Participation rate | 59.6% | 60.8%-1.2pp | 71.7%-12.1pp | - |
| Annual return | 18.19% | 59.27%-41.1pp | 591.07%-572.9pp | - |
| Employer contribution / active EE | $2,193 | $2,261-3.0% | $3,022-27.5% | - |
| Participant deferral / active EE | $3,121 | $2,994+4.3% | $4,438-29.7% | - |
| Admin fee / account holder | $4,323 | $4,652-7.1% | $5,614-23.0% | - |