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 | $9,147 | $42,867-78.7% | $75,886-87.9% | - |
| Participation rate | 29.3% | 44.2%-14.9pp | 69.3%-40.0pp | - |
| Annual return | 24.69% | 25.39%-0.7pp | 30.76%-6.1pp | - |
| Employer contribution / active EE | $519 | $807-35.7% | $2,500-79.2% | - |
| Participant deferral / active EE | $919 | $2,133-56.9% | $3,603-74.5% | - |
| Admin fee / account holder | $675 | $3,812-82.3% | $5,418-87.5% | - |