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 | $83,828 | $86,929-3.6% | $102,423-18.2% | $80,856+3.7% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.3pp | 67.6%-4.5pp |
| Annual return | 14.77% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,778 | $2,369-24.9% | $3,023-41.2% | $2,755-35.4% |
| Participant deferral / active EE | $3,411 | $4,118-17.2% | $5,053-32.5% | $4,296-20.6% |
| Admin fee / account holder | $3,800 | $8,049-52.8% | $9,451-59.8% | $6,918-45.1% |