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 | $111,608 | $189,613-41.1% | $167,512-33.4% | $142,382-21.6% |
| Participation rate | 41.2% | 80.1%-39.0pp | 77.1%-35.9pp | 80.1%-38.9pp |
| Annual return | 15.00% | 2024.68%-2009.7pp | 1615.79%-1600.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,716 | $4,349-60.5% | $3,882-55.8% | $4,299-60.1% |
| Participant deferral / active EE | $6,708 | $6,981-3.9% | $6,405+4.7% | $6,507+3.1% |
| Admin fee / account holder | $16,401 | $10,528+55.8% | $9,769+67.9% | $12,624+29.9% |