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 | $94,183 | $176,947-46.8% | $126,539-25.6% | - |
| Participation rate | 67.7% | 61.8%+5.8pp | 69.8%-2.1pp | - |
| Annual return | 14.14% | 15.13%-1.0pp | 425.95%-411.8pp | - |
| Employer contribution / active EE | $3,717 | $2,196+69.3% | $3,674+1.2% | - |
| Participant deferral / active EE | $9,220 | $4,114+124.1% | $4,083+125.8% | - |
| Admin fee / account holder | $7,870 | $22,209-64.6% | $6,065+29.8% | - |