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 | $161,243 | $189,613-15.0% | $167,512-3.7% | $142,382+13.2% |
| Participation rate | 53.8% | 80.1%-26.3pp | 77.1%-23.2pp | 80.1%-26.3pp |
| Annual return | 14.13% | 2024.68%-2010.5pp | 1615.79%-1601.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,490 | $4,349-42.8% | $3,882-35.9% | $4,299-42.1% |
| Participant deferral / active EE | $6,358 | $6,981-8.9% | $6,405-0.7% | $6,507-2.3% |
| Admin fee / account holder | $31,525 | $10,528+199.4% | $9,769+222.7% | $12,624+149.7% |