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 | $30,781 | $189,613-83.8% | $167,512-81.6% | $142,382-78.4% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 12.31% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,208 | $4,349-72.2% | $3,882-68.9% | $4,299-71.9% |
| Participant deferral / active EE | $2,547 | $6,981-63.5% | $6,405-60.2% | $6,507-60.9% |
| Admin fee / account holder | $34,236 | $10,528+225.2% | $9,769+250.5% | $12,624+171.2% |