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 | $89,485 | $53,162+68.3% | $91,220-1.9% | $68,494+30.6% |
| Participation rate | 63.0% | 63.2%-0.2pp | 73.2%-10.2pp | 67.9%-4.9pp |
| Annual return | -14.79% | -3.14%-11.6pp | 114.01%-128.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,465 | $1,709-14.3% | $2,850-48.6% | $2,596-43.6% |
| Participant deferral / active EE | $1,977 | $2,974-33.5% | $4,234-53.3% | $4,027-50.9% |
| Admin fee / account holder | $683 | $4,493-84.8% | $5,420-87.4% | $5,403-87.4% |