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 | $56,909 | $100,326-43.3% | $180,183-68.4% | $84,808-32.9% |
| Participation rate | 69.6% | 71.0%-1.4pp | 77.4%-7.8pp | 68.3%+1.3pp |
| Annual return | 12.91% | 17.86%-4.9pp | 27.86%-14.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,767 | $3,269-45.9% | $5,039-64.9% | $2,631-32.8% |
| Participant deferral / active EE | $3,676 | $5,066-27.4% | $6,822-46.1% | $4,212-12.7% |
| Admin fee / account holder | $13,024 | $9,674+34.6% | $19,975-34.8% | $7,344+77.4% |