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 | $49,616 | $45,863+8.2% | $77,024-35.6% | $68,494-27.6% |
| Participation rate | 27.5% | 55.9%-28.4pp | 67.9%-40.4pp | 67.9%-40.4pp |
| Annual return | 87.77% | 1.72%+86.1pp | 42.32%+45.5pp | -7.84%+95.6pp |
| Employer contribution / active EE | $859 | $1,650-47.9% | $2,812-69.5% | $2,596-66.9% |
| Participant deferral / active EE | $3,129 | $2,962+5.6% | $4,426-29.3% | $4,027-22.3% |
| Admin fee / account holder | $758 | $3,041-75.1% | $5,425-86.0% | $5,403-86.0% |