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 4-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 | $243,186 | $189,613+28.3% | $167,512+45.2% | $142,382+70.8% |
| Participation rate | 11.1% | 80.1%-69.0pp | 77.1%-65.9pp | 80.1%-69.0pp |
| Annual return | 12.83% | 2024.68%-2011.9pp | 1615.79%-1603.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,042 | $4,349-53.0% | $3,882-47.4% | $4,299-52.5% |
| Participant deferral / active EE | $6,060 | $6,981-13.2% | $6,405-5.4% | $6,507-6.9% |
| Admin fee / account holder | $6,834 | $10,528-35.1% | $9,769-30.0% | $12,624-45.9% |