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 | $195,190 | $87,168+123.9% | $98,907+97.3% | - |
| Participation rate | 56.6% | 73.1%-16.5pp | 76.0%-19.5pp | - |
| Annual return | 12.69% | 9.75%+2.9pp | 196.43%-183.7pp | - |
| Employer contribution / active EE | $488 | $2,509-80.5% | $2,689-81.8% | - |
| Participant deferral / active EE | $5,902 | $3,188+85.1% | $4,244+39.1% | - |
| Admin fee / account holder | $1,885 | $3,143-40.0% | $6,642-71.6% | - |