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 | $65,470 | $75,828-13.7% | $67,652-3.2% | - |
| Participation rate | 67.7% | 68.4%-0.7pp | 75.7%-8.0pp | - |
| Annual return | -0.32% | -0.25%-0.1pp | 6625.04%-6625.4pp | - |
| Employer contribution / active EE | $0 | $1,407-100.0% | $2,266-100.0% | - |
| Participant deferral / active EE | $2,629 | $2,505+5.0% | $3,560-26.1% | - |
| Admin fee / account holder | $538 | $8,125-93.4% | $4,821-88.8% | - |