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 | $35,084 | $57,016-38.5% | $84,966-58.7% | $80,856-56.6% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 29.87% | 21.66%+8.2pp | 66.38%-36.5pp | 35.59%-5.7pp |
| Employer contribution / active EE | $2,510 | $1,798+39.6% | $2,727-8.0% | $2,755-8.9% |
| Participant deferral / active EE | $4,445 | $3,110+42.9% | $4,519-1.6% | $4,296+3.5% |
| Admin fee / account holder | $3,489 | $4,980-29.9% | $6,149-43.3% | $6,918-49.6% |