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 | $67,511 | $106,230-36.4% | $80,975-16.6% | - |
| Participation rate | 58.6% | 59.7%-1.1pp | 75.8%-17.2pp | - |
| Annual return | 7.50% | 1.70%+5.8pp | 17.10%-9.6pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,714-100.0% | - |
| Participant deferral / active EE | $4,480 | $3,737+19.9% | $5,696-21.3% | - |
| Admin fee / account holder | $7,774 | $5,451+42.6% | $5,516+40.9% | - |