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 | $46,956 | $104,607-55.1% | $96,544-51.4% | - |
| Participation rate | 58.6% | 76.2%-17.6pp | 76.0%-17.4pp | - |
| Annual return | 16.33% | 9.56%+6.8pp | 25.84%-9.5pp | - |
| Employer contribution / active EE | $1,747 | $2,147-18.6% | $2,965-41.1% | - |
| Participant deferral / active EE | $3,987 | $4,312-7.5% | $4,851-17.8% | - |
| Admin fee / account holder | $1,675 | $45,340-96.3% | $8,252-79.7% | - |