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 | $99,027 | $189,613-47.8% | $167,512-40.9% | $142,382-30.4% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 11.35% | 2024.68%-2013.3pp | 1615.79%-1604.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $842 | $4,349-80.6% | $3,882-78.3% | $4,299-80.4% |
| Participant deferral / active EE | $3,667 | $6,981-47.5% | $6,405-42.8% | $6,507-43.7% |
| Admin fee / account holder | $762 | $10,528-92.8% | $9,769-92.2% | $12,624-94.0% |