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 | $220,026 | $189,613+16.0% | $167,512+31.3% | $142,382+54.5% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 10.30% | 2024.68%-2014.4pp | 1615.79%-1605.5pp | 217.08%-206.8pp |
| Employer contribution / active EE | $872 | $4,349-80.0% | $3,882-77.5% | $4,299-79.7% |
| Participant deferral / active EE | $5,649 | $6,981-19.1% | $6,405-11.8% | $6,507-13.2% |
| Admin fee / account holder | $917 | $10,528-91.3% | $9,769-90.6% | $12,624-92.7% |