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 | $16,716 | $73,867-77.4% | $143,757-88.4% | $68,494-75.6% |
| Participation rate | 65.6% | 66.7%-1.0pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -4.35% | 1.01%-5.4pp | -0.04%-4.3pp | -7.84%+3.5pp |
| Employer contribution / active EE | $1,037 | $3,184-67.4% | $4,951-79.1% | $2,596-60.1% |
| Participant deferral / active EE | $3,128 | $3,384-7.6% | $5,637-44.5% | $4,027-22.3% |
| Admin fee / account holder | $4,139 | $5,755-28.1% | $14,673-71.8% | $5,403-23.4% |