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 | $68,964 | $168,082-59.0% | $150,045-54.0% | - |
| Participation rate | 62.6% | 71.4%-8.8pp | 82.3%-19.7pp | - |
| Annual return | 21.20% | 24.81%-3.6pp | 62.55%-41.3pp | - |
| Employer contribution / active EE | $3,623 | $3,603+0.6% | $4,693-22.8% | - |
| Participant deferral / active EE | $7,454 | $7,053+5.7% | $7,997-6.8% | - |
| Admin fee / account holder | $8,535 | $7,866+8.5% | $13,435-36.5% | - |