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 9-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 | $81,960 | $162,322-49.5% | $135,903-39.7% | - |
| Participation rate | 63.6% | 71.5%-7.9pp | 81.9%-18.3pp | - |
| Annual return | 16.92% | 15.15%+1.8pp | 68.23%-51.3pp | - |
| Employer contribution / active EE | $2,027 | $3,400-40.4% | $4,856-58.3% | - |
| Participant deferral / active EE | $5,343 | $5,722-6.6% | $7,758-31.1% | - |
| Admin fee / account holder | $18,790 | $23,877-21.3% | $10,762+74.6% | - |