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 | $143,975 | $208,526-31.0% | $96,683+48.9% | - |
| Participation rate | 68.7% | 66.0%+2.7pp | 74.3%-5.7pp | - |
| Annual return | 19.14% | 18.23%+0.9pp | 35.69%-16.6pp | - |
| Employer contribution / active EE | $2,745 | $2,182+25.8% | $3,737-26.5% | - |
| Participant deferral / active EE | $6,759 | $4,056+66.6% | $4,878+38.6% | - |
| Admin fee / account holder | $11,775 | $13,060-9.8% | $6,730+75.0% | - |