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 10-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 | $43,640 | $56,484-22.7% | $169,463-74.2% | $64,186-32.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | 0.65% | -1.55%+2.2pp | 1.83%-1.2pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,255 | $1,832-31.5% | $4,159-69.8% | $2,381-47.3% |
| Participant deferral / active EE | $3,863 | $3,448+12.0% | $5,277-26.8% | $3,470+11.3% |
| Admin fee / account holder | $4,598 | $4,174+10.2% | $9,109-49.5% | $4,888-5.9% |