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 7-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 | $45,020 | $115,814-61.1% | $105,223-57.2% | - |
| Participation rate | 43.4% | 57.0%-13.6pp | 75.0%-31.6pp | - |
| Annual return | 12.84% | 16.00%-3.2pp | 180.65%-167.8pp | - |
| Employer contribution / active EE | $1,224 | $2,099-41.7% | $3,689-66.8% | - |
| Participant deferral / active EE | $2,966 | $3,710-20.1% | $5,072-41.5% | - |
| Admin fee / account holder | $3,440 | $7,174-52.0% | $8,859-61.2% | - |