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 | $175,036-4.0% | $96,576+74.0% | - |
| Participation rate | 68.7% | 60.2%+8.5pp | 81.4%-12.8pp | - |
| Annual return | 16.15% | 15.04%+1.1pp | 38.47%-22.3pp | - |
| Employer contribution / active EE | $3,380 | $1,949+73.4% | $3,553-4.9% | - |
| Participant deferral / active EE | $7,897 | $3,720+112.3% | $7,956-0.8% | - |
| Admin fee / account holder | $9,184 | $23,923-61.6% | $11,381-19.3% | - |