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 3-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 | $20,569 | $127,065-83.8% | $113,168-81.8% | $142,382-85.6% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 22.94% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,003 | $3,442-41.8% | $2,975-32.7% | $4,299-53.4% |
| Participant deferral / active EE | $3,969 | $5,716-30.6% | $5,107-22.3% | $6,507-39.0% |
| Admin fee / account holder | $2,552 | $15,736-83.8% | $12,068-78.9% | $12,624-79.8% |