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 9-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 | $64,506 | $189,613-66.0% | $167,512-61.5% | $142,382-54.7% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 15.82% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,618 | $4,349-62.8% | $3,882-58.3% | $4,299-62.4% |
| Participant deferral / active EE | $2,580 | $6,981-63.0% | $6,405-59.7% | $6,507-60.3% |
| Admin fee / account holder | $1,082 | $10,528-89.7% | $9,769-88.9% | $12,624-91.4% |