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 | $87,690 | $63,138+38.9% | $96,562-9.2% | - |
| Participation rate | 53.5% | 51.5%+2.1pp | 69.8%-16.3pp | - |
| Annual return | 18.43% | 9.15%+9.3pp | 37.78%-19.4pp | - |
| Employer contribution / active EE | $2,200 | $927+137.4% | $2,356-6.6% | - |
| Participant deferral / active EE | $4,240 | $2,358+79.8% | $3,849+10.1% | - |
| Admin fee / account holder | $6,264 | $3,542+76.8% | $6,181+1.3% | - |