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 | $40,468 | $295,684-86.3% | $154,803-73.9% | - |
| Participation rate | 55.6% | 53.1%+2.5pp | 78.1%-22.5pp | - |
| Annual return | 17.88% | 11.49%+6.4pp | 58.88%-41.0pp | - |
| Employer contribution / active EE | $1,043 | $1,145-8.9% | $4,305-75.8% | - |
| Participant deferral / active EE | $1,869 | $2,052-8.9% | $5,540-66.3% | - |
| Admin fee / account holder | $1,451 | $60,072-97.6% | $14,329-89.9% | - |