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 6-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 | $82,648 | $74,927+10.3% | $101,794-18.8% | $84,808-2.5% |
| Participation rate | 27.9% | 61.4%-33.5pp | 69.2%-41.3pp | 68.3%-40.4pp |
| Annual return | 148.77% | 18.70%+130.1pp | 30.53%+118.2pp | 40.90%+107.9pp |
| Employer contribution / active EE | $826 | $1,522-45.7% | $2,289-63.9% | $2,631-68.6% |
| Participant deferral / active EE | $1,713 | $3,099-44.7% | $4,084-58.1% | $4,212-59.3% |
| Admin fee / account holder | $2,848 | $6,514-56.3% | $8,777-67.6% | $7,344-61.2% |