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 7-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 | $49,100 | $81,248-39.6% | $155,509-68.4% | $80,856-39.3% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.1pp | 67.6%-30.6pp |
| Annual return | 12.80% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $603 | $3,100-80.5% | $4,672-87.1% | $2,755-78.1% |
| Participant deferral / active EE | $1,182 | $3,452-65.7% | $5,626-79.0% | $4,296-72.5% |
| Admin fee / account holder | $1,914 | $7,997-76.1% | $15,912-88.0% | $6,918-72.3% |