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 7-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 | $140,064 | $189,613-26.1% | $167,512-16.4% | $142,382-1.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 22.30% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,817 | $4,349+10.8% | $3,882+24.1% | $4,299+12.1% |
| Participant deferral / active EE | $7,308 | $6,981+4.7% | $6,405+14.1% | $6,507+12.3% |
| Admin fee / account holder | $3,039 | $10,528-71.1% | $9,769-68.9% | $12,624-75.9% |