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 | $75,297 | $295,684-74.5% | $154,803-51.4% | - |
| Participation rate | 62.6% | 53.1%+9.6pp | 78.1%-15.4pp | - |
| Annual return | 15.90% | 11.49%+4.4pp | 58.88%-43.0pp | - |
| Employer contribution / active EE | $1,856 | $1,145+62.1% | $4,305-56.9% | - |
| Participant deferral / active EE | $5,541 | $2,052+170.1% | $5,5400% | - |
| Admin fee / account holder | $6,555 | $60,072-89.1% | $14,329-54.3% | - |