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 | $28,730 | $99,159-71.0% | - | $167,490-82.8% |
| Participation rate | 0.0% | 69.9%-69.9pp | - | 82.1%-82.1pp |
| Annual return | 13.72% | 15.94%-2.2pp | - | 478.56%-464.8pp |
| Employer contribution / active EE | $1,525 | $3,061-50.2% | - | $4,837-68.5% |
| Participant deferral / active EE | $5,347 | $4,624+15.6% | - | $6,341-15.7% |
| Admin fee / account holder | $2,522 | $3,125-19.3% | - | $12,309-79.5% |