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 | $212,023 | $189,613+11.8% | $167,512+26.6% | $142,382+48.9% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 14.59% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,179 | $4,349-49.9% | $3,882-43.9% | $4,299-49.3% |
| Participant deferral / active EE | $7,027 | $6,981+0.6% | $6,405+9.7% | $6,507+8.0% |
| Admin fee / account holder | $37,043 | $10,528+251.8% | $9,769+279.2% | $12,624+193.4% |