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 | $83,564 | $51,821+61.3% | $93,606-10.7% | - |
| Participation rate | 49.5% | 67.7%-18.2pp | 68.7%-19.2pp | - |
| Annual return | 12.84% | 11.30%+1.5pp | 133.20%-120.4pp | - |
| Employer contribution / active EE | $1,043 | $1,278-18.3% | $2,420-56.9% | - |
| Participant deferral / active EE | $1,987 | $3,260-39.1% | $4,411-55.0% | - |
| Admin fee / account holder | $8,979 | $4,565+96.7% | $8,285+8.4% | - |