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 4-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 | $10,560 | $45,863-77.0% | $77,024-86.3% | $68,494-84.6% |
| Participation rate | 41.5% | 55.9%-14.4pp | 67.9%-26.4pp | 67.9%-26.4pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,231 | $1,650-25.4% | $2,812-56.2% | $2,596-52.6% |
| Participant deferral / active EE | $1,878 | $2,962-36.6% | $4,426-57.6% | $4,027-53.4% |
| Admin fee / account holder | $371 | $3,041-87.8% | $5,425-93.2% | $5,403-93.1% |