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 | $189,248 | $189,613-0.2% | $167,512+13.0% | $142,382+32.9% |
| Participation rate | 43.8% | 80.1%-36.4pp | 77.1%-33.3pp | 80.1%-36.4pp |
| Annual return | 16.36% | 2024.68%-2008.3pp | 1615.79%-1599.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $703 | $4,349-83.8% | $3,882-81.9% | $4,299-83.7% |
| Participant deferral / active EE | $1,647 | $6,981-76.4% | $6,405-74.3% | $6,507-74.7% |
| Admin fee / account holder | $2,139 | $10,528-79.7% | $9,769-78.1% | $12,624-83.1% |