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 6-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 | $177,290 | $111,090+59.6% | $156,263+13.5% | - |
| Participation rate | 41.4% | 75.0%-33.6pp | 78.9%-37.5pp | - |
| Annual return | 15.86% | 16.66%-0.8pp | 59.47%-43.6pp | - |
| Employer contribution / active EE | $0 | $2,524-100.0% | $4,333-100.0% | - |
| Participant deferral / active EE | $4,955 | $4,469+10.9% | $6,158-19.5% | - |
| Admin fee / account holder | $6,947 | $15,012-53.7% | $14,255-51.3% | - |