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 | $42,799 | $189,613-77.4% | $167,512-74.5% | $142,382-69.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 10.46% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $870 | $4,349-80.0% | $3,882-77.6% | $4,299-79.8% |
| Participant deferral / active EE | $3,877 | $6,981-44.5% | $6,405-39.5% | $6,507-40.4% |
| Admin fee / account holder | $11,427 | $10,528+8.5% | $9,769+17.0% | $12,624-9.5% |