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 | $57,506 | $56,897+1.1% | $84,750-32.1% | $62,891-8.6% |
| Participation rate | 62.5% | 68.5%-6.0pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 12.13% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,060 | $2,400-55.8% | $3,574-70.4% | $2,281-53.5% |
| Participant deferral / active EE | $2,426 | $2,709-10.5% | $3,712-34.7% | $3,203-24.3% |
| Admin fee / account holder | $1,920 | $3,581-46.4% | $5,332-64.0% | $4,296-55.3% |