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 | $26,370 | $54,380-51.5% | $68,509-61.5% | $59,632-55.8% |
| Participation rate | 69.2% | 70.2%-1.0pp | 74.7%-5.5pp | 68.7%+0.6pp |
| Annual return | 0.08% | 2.83%-2.8pp | 8.27%-8.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $970 | $1,539-36.9% | $2,278-57.4% | $2,203-56.0% |
| Participant deferral / active EE | $1,333 | $2,643-49.6% | $3,382-60.6% | $3,192-58.2% |
| Admin fee / account holder | $4,573 | $3,885+17.7% | $5,275-13.3% | $4,297+6.4% |