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 | $207,495 | $189,613+9.4% | $167,512+23.9% | $142,382+45.7% |
| Participation rate | 69.6% | 80.1%-10.6pp | 77.1%-7.5pp | 80.1%-10.6pp |
| Annual return | 14.52% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,220 | $4,349-26.0% | $3,882-17.1% | $4,299-25.1% |
| Participant deferral / active EE | $4,817 | $6,981-31.0% | $6,405-24.8% | $6,507-26.0% |
| Admin fee / account holder | $11,520 | $10,528+9.4% | $9,769+17.9% | $12,624-8.7% |