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 | $100,964 | $83,826+20.4% | - | $147,584-31.6% |
| Participation rate | 45.0% | 69.4%-24.4pp | - | 82.8%-37.8pp |
| Annual return | 67.56% | 26.57%+41.0pp | - | 578.55%-511.0pp |
| Employer contribution / active EE | $3,423 | $3,042+12.5% | - | $4,876-29.8% |
| Participant deferral / active EE | $3,173 | $3,987-20.4% | - | $5,439-41.7% |
| Admin fee / account holder | $6,171 | $6,071+1.6% | - | $10,885-43.3% |