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 | $166,730 | $175,036-4.7% | $62,929+165.0% | - |
| Participation rate | 38.4% | 60.2%-21.8pp | 73.1%-34.7pp | - |
| Annual return | 10.81% | 15.04%-4.2pp | 1063.93%-1053.1pp | - |
| Employer contribution / active EE | $1,521 | $1,949-21.9% | $2,505-39.3% | - |
| Participant deferral / active EE | $2,768 | $3,720-25.6% | $3,888-28.8% | - |
| Admin fee / account holder | $9,676 | $23,923-59.6% | $5,065+91.1% | - |