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 9-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 | $65,275 | $189,613-65.6% | $167,512-61.0% | $142,382-54.2% |
| Participation rate | 27.3% | 80.1%-52.9pp | 77.1%-49.8pp | 80.1%-52.8pp |
| Annual return | 11.64% | 2024.68%-2013.0pp | 1615.79%-1604.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,306 | $4,349-47.0% | $3,882-40.6% | $4,299-46.4% |
| Participant deferral / active EE | $2,614 | $6,981-62.6% | $6,405-59.2% | $6,507-59.8% |
| Admin fee / account holder | $10,617 | $10,528+0.8% | $9,769+8.7% | $12,624-15.9% |