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 | $34,690 | $150,947-77.0% | $76,002-54.4% | - |
| Participation rate | 68.7% | 67.3%+1.4pp | 69.1%-0.4pp | - |
| Annual return | 85.26% | 14.08%+71.2pp | 360.07%-274.8pp | - |
| Employer contribution / active EE | $2,506 | $2,535-1.2% | $2,688-6.8% | - |
| Participant deferral / active EE | $5,312 | $4,236+25.4% | $4,257+24.8% | - |
| Admin fee / account holder | $3,366 | $25,214-86.7% | $6,414-47.5% | - |