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 | $318,460-72.5% | $197,124-55.6% | - |
| Participation rate | 64.6% | 81.2%-16.5pp | 86.7%-22.1pp | - |
| Annual return | 17.55% | 15.33%+2.2pp | 44.34%-26.8pp | - |
| Employer contribution / active EE | $2,850 | $3,599-20.8% | $6,227-54.2% | - |
| Participant deferral / active EE | $5,506 | $6,762-18.6% | $9,135-39.7% | - |
| Admin fee / account holder | $6,881 | $8,335-17.4% | $16,298-57.8% | - |