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 | $161,701+3.3% | - | $142,382+17.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | - | 80.1%-20.1pp |
| Annual return | 16.01% | 549.36%-533.3pp | - | 217.08%-201.1pp |
| Employer contribution / active EE | $2,081 | $4,438-53.1% | - | $4,299-51.6% |
| Participant deferral / active EE | $2,380 | $5,394-55.9% | - | $6,507-63.4% |
| Admin fee / account holder | $1,116 | $9,598-88.4% | - | $12,624-91.2% |