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 | $28,364 | $176,947-84.0% | $82,389-65.6% | - |
| Participation rate | 52.5% | 61.8%-9.3pp | 69.5%-17.0pp | - |
| Annual return | 15.96% | 15.13%+0.8pp | 28.67%-12.7pp | - |
| Employer contribution / active EE | $1,256 | $2,196-42.8% | $2,517-50.1% | - |
| Participant deferral / active EE | $2,474 | $4,114-39.9% | $4,155-40.4% | - |
| Admin fee / account holder | $11,833 | $22,209-46.7% | $7,231+63.6% | - |