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 8-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 | $87,456 | $290,732-69.9% | $200,582-56.4% | - |
| Participation rate | 64.6% | 83.9%-19.3pp | 86.9%-22.2pp | - |
| Annual return | 17.55% | 14.10%+3.4pp | 42.33%-24.8pp | - |
| Employer contribution / active EE | $2,850 | $5,017-43.2% | $6,419-55.6% | - |
| Participant deferral / active EE | $5,506 | $8,241-33.2% | $9,331-41.0% | - |
| Admin fee / account holder | $6,881 | $8,656-20.5% | $16,305-57.8% | - |