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 4-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 | $50,453 | $45,863+10.0% | $77,024-34.5% | $68,494-26.3% |
| Participation rate | 36.7% | 55.9%-19.2pp | 67.9%-31.2pp | 67.9%-31.2pp |
| Annual return | 18.03% | 1.72%+16.3pp | 42.32%-24.3pp | -7.84%+25.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,931 | $2,962+66.5% | $4,426+11.4% | $4,027+22.4% |
| Admin fee / account holder | $2,619 | $3,041-13.9% | $5,425-51.7% | $5,403-51.5% |