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 | $203,855 | $84,808+140.4% | - | $84,808+140.4% |
| Participation rate | 64.6% | 68.3%-3.7pp | - | 68.3%-3.7pp |
| Annual return | 17.49% | 40.90%-23.4pp | - | 40.90%-23.4pp |
| Employer contribution / active EE | $2,597 | $2,631-1.3% | - | $2,631-1.3% |
| Participant deferral / active EE | $5,475 | $4,212+30.0% | - | $4,212+30.0% |
| Admin fee / account holder | $3,938 | $7,344-46.4% | - | $7,344-46.4% |