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 9-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 | $166,969 | $176,572-5.4% | - | $137,256+21.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | - | 80.0%-20.0pp |
| Annual return | 16.01% | 652.77%-636.8pp | - | 220.34%-204.3pp |
| Employer contribution / active EE | $2,081 | $5,055-58.8% | - | $4,156-49.9% |
| Participant deferral / active EE | $2,380 | $5,052-52.9% | - | $6,407-62.9% |
| Admin fee / account holder | $1,116 | $6,447-82.7% | - | $12,270-90.9% |