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 | $88,150 | $53,162+65.8% | $91,220-3.4% | $68,494+28.7% |
| Participation rate | 33.8% | 63.2%-29.4pp | 73.2%-39.4pp | 67.9%-34.0pp |
| Annual return | -17.74% | -3.14%-14.6pp | 114.01%-131.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $549 | $1,709-67.9% | $2,850-80.7% | $2,596-78.8% |
| Participant deferral / active EE | $1,829 | $2,974-38.5% | $4,234-56.8% | $4,027-54.6% |
| Admin fee / account holder | $1,606 | $4,493-64.3% | $5,420-70.4% | $5,403-70.3% |