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 | $243,427 | $106,515+128.5% | $96,683+151.8% | $139,434+74.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.60% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $14,500 | $4,103+253.4% | $3,737+288.0% | $4,751+205.2% |
| Participant deferral / active EE | $10,000 | $5,454+83.4% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $2,461 | $7,877-68.8% | $6,730-63.4% | $11,403-78.4% |