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 5-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 | $134,616 | $189,613-29.0% | $167,512-19.6% | $142,382-5.5% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 17.23% | 2024.68%-2007.4pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,571 | $4,349+97.1% | $3,882+120.8% | $4,299+99.4% |
| Participant deferral / active EE | $7,143 | $6,981+2.3% | $6,405+11.5% | $6,507+9.8% |
| Admin fee / account holder | $1,430 | $10,528-86.4% | $9,769-85.4% | $12,624-88.7% |