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 | $40,213 | $179,636-77.6% | $112,228-64.2% | - |
| Participation rate | 57.6% | 66.3%-8.7pp | 75.1%-17.5pp | - |
| Annual return | -17.72% | -16.34%-1.4pp | 27.45%-45.2pp | - |
| Employer contribution / active EE | $2,530 | $2,897-12.7% | $3,635-30.4% | - |
| Participant deferral / active EE | $4,464 | $3,332+34.0% | $4,728-5.6% | - |
| Admin fee / account holder | $1,162 | $19,809-94.1% | $6,410-81.9% | - |