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 | $49,220 | $50,152-1.9% | $71,671-31.3% | - |
| Participation rate | 63.6% | 59.4%+4.2pp | 68.7%-5.1pp | - |
| Annual return | 17.21% | 9.73%+7.5pp | 20.65%-3.4pp | - |
| Employer contribution / active EE | $760 | $997-23.8% | $2,460-69.1% | - |
| Participant deferral / active EE | $2,248 | $1,978+13.6% | $3,438-34.6% | - |
| Admin fee / account holder | $2,217 | $1,576+40.7% | $5,558-60.1% | - |