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 | $65,674 | $65,7030% | $94,224-30.3% | $59,632+10.1% |
| Participation rate | 69.6% | 72.1%-2.6pp | 78.8%-9.2pp | 68.7%+0.9pp |
| Annual return | -1.78% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $717 | $2,021-64.5% | $3,587-80.0% | $2,203-67.5% |
| Participant deferral / active EE | $3,634 | $3,143+15.6% | $4,320-15.9% | $3,192+13.9% |
| Admin fee / account holder | $2,457 | $4,264-42.4% | $6,269-60.8% | $4,297-42.8% |