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 9-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 | $50,836 | $45,863+10.8% | $77,024-34.0% | $68,494-25.8% |
| Participation rate | 58.8% | 55.9%+2.9pp | 67.9%-9.1pp | 67.9%-9.1pp |
| Annual return | -18.46% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,560 | $1,650+55.2% | $2,812-9.0% | $2,596-1.4% |
| Participant deferral / active EE | $5,597 | $2,962+88.9% | $4,426+26.4% | $4,027+39.0% |
| Admin fee / account holder | $1,852 | $3,041-39.1% | $5,425-65.9% | $5,403-65.7% |