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 | $113,943 | $104,607+8.9% | $96,544+18.0% | - |
| Participation rate | 66.7% | 76.2%-9.5pp | 76.0%-9.3pp | - |
| Annual return | 19.76% | 9.56%+10.2pp | 25.84%-6.1pp | - |
| Employer contribution / active EE | $2,843 | $2,147+32.5% | $2,965-4.1% | - |
| Participant deferral / active EE | $5,239 | $4,312+21.5% | $4,851+8.0% | - |
| Admin fee / account holder | $654 | $45,340-98.6% | $8,252-92.1% | - |