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 | $69,458 | $189,613-63.4% | $167,512-58.5% | $142,382-51.2% |
| Participation rate | 45.0% | 80.1%-35.1pp | 77.1%-32.1pp | 80.1%-35.1pp |
| Annual return | 10.48% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $929 | $4,349-78.6% | $3,882-76.1% | $4,299-78.4% |
| Participant deferral / active EE | $2,544 | $6,981-63.6% | $6,405-60.3% | $6,507-60.9% |
| Admin fee / account holder | $1,606 | $10,528-84.7% | $9,769-83.6% | $12,624-87.3% |