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 | $168,034 | $176,947-5.0% | $101,326+65.8% | - |
| Participation rate | 68.7% | 61.8%+6.8pp | 81.5%-12.8pp | - |
| Annual return | 16.15% | 15.13%+1.0pp | 36.82%-20.7pp | - |
| Employer contribution / active EE | $3,380 | $2,196+53.9% | $3,665-7.8% | - |
| Participant deferral / active EE | $7,897 | $4,114+91.9% | $7,994-1.2% | - |
| Admin fee / account holder | $9,184 | $22,209-58.6% | $11,185-17.9% | - |