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 | $66,714 | $174,896-61.9% | $125,339-46.8% | - |
| Participation rate | 65.7% | 70.4%-4.7pp | 82.4%-16.7pp | - |
| Annual return | -17.37% | -12.90%-4.5pp | 572.05%-589.4pp | - |
| Employer contribution / active EE | $3,409 | $3,570-4.5% | $4,814-29.2% | - |
| Participant deferral / active EE | $7,759 | $6,354+22.1% | $7,446+4.2% | - |
| Admin fee / account holder | $992 | $56,117-98.2% | $10,010-90.1% | - |