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 | $131,387 | $135,489-3.0% | $146,665-10.4% | - |
| Participation rate | 66.7% | 76.3%-9.7pp | 80.1%-13.4pp | - |
| Annual return | 10.27% | 13.52%-3.3pp | 22.74%-12.5pp | - |
| Employer contribution / active EE | $0 | $2,259-100.0% | $4,136-100.0% | - |
| Participant deferral / active EE | $4,791 | $3,661+30.9% | $5,506-13.0% | - |
| Admin fee / account holder | $1,650 | $5,216-68.4% | $10,280-83.9% | - |