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 | $108,840 | $71,883+51.4% | $86,677+25.6% | $68,494+58.9% |
| Participation rate | 62.3% | 72.2%-9.9pp | 76.6%-14.3pp | 67.9%-5.6pp |
| Annual return | -13.79% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,527 | $2,173+16.3% | $2,836-10.9% | $2,596-2.7% |
| Participant deferral / active EE | $6,388 | $3,779+69.1% | $4,656+37.2% | $4,027+58.6% |
| Admin fee / account holder | $3,297 | $6,112-46.1% | $7,493-56.0% | $5,403-39.0% |