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 8-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 | $26,516 | $98,750-73.1% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 38.2% | 75.8%-37.5pp | 82.5%-44.2pp | 69.6%-31.4pp |
| Annual return | 34.71% | 27.43%+7.3pp | 276.60%-241.9pp | 31.71%+3.0pp |
| Employer contribution / active EE | $783 | $3,216-75.6% | $4,644-83.1% | $2,471-68.3% |
| Participant deferral / active EE | $3,297 | $5,680-42.0% | $6,842-51.8% | $3,740-11.8% |
| Admin fee / account holder | $411 | $6,053-93.2% | $9,309-95.6% | $5,306-92.3% |