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 | $237,308 | $100,852+135.3% | $90,404+162.5% | $158,922+49.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.84% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,124 | $3,689-15.3% | $3,262-4.2% | $4,761-34.4% |
| Participant deferral / active EE | $9,750 | $4,348+124.3% | $3,963+146.0% | $5,982+63.0% |
| Admin fee / account holder | $625 | $6,501-90.4% | $5,611-88.9% | $11,246-94.4% |