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 | $84,375 | $53,162+58.7% | $91,220-7.5% | $68,494+23.2% |
| Participation rate | 36.0% | 63.2%-27.2pp | 73.2%-37.2pp | 67.9%-31.9pp |
| Annual return | -17.80% | -3.14%-14.7pp | 114.01%-131.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $536 | $1,709-68.6% | $2,850-81.2% | $2,596-79.3% |
| Participant deferral / active EE | $2,527 | $2,974-15.0% | $4,234-40.3% | $4,027-37.2% |
| Admin fee / account holder | $1,243 | $4,493-72.3% | $5,420-77.1% | $5,403-77.0% |