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 | $20,683 | $65,082-68.2% | $81,367-74.6% | $59,632-65.3% |
| Participation rate | 54.5% | 76.0%-21.4pp | 82.3%-27.7pp | 68.7%-14.1pp |
| Annual return | -0.09% | 1.16%-1.3pp | -0.92%+0.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,813 | $2,934-38.2% | $3,930-53.9% | $2,203-17.7% |
| Participant deferral / active EE | $3,431 | $4,083-16.0% | $5,383-36.3% | $3,192+7.5% |
| Admin fee / account holder | $5,887 | $7,582-22.4% | $8,926-34.0% | $4,297+37.0% |