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 | $99,693 | $189,613-47.4% | $167,512-40.5% | $142,382-30.0% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 12.98% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,469 | $4,349-66.2% | $3,882-62.2% | $4,299-65.8% |
| Participant deferral / active EE | $1,938 | $6,981-72.2% | $6,405-69.7% | $6,507-70.2% |
| Admin fee / account holder | $27,789 | $10,528+163.9% | $9,769+184.5% | $12,624+120.1% |