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 9-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 | $196,687 | $189,613+3.7% | $167,512+17.4% | $142,382+38.1% |
| Participation rate | 27.8% | 80.1%-52.4pp | 77.1%-49.3pp | 80.1%-52.3pp |
| Annual return | 14.75% | 2024.68%-2009.9pp | 1615.79%-1601.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $831 | $4,349-80.9% | $3,882-78.6% | $4,299-80.7% |
| Participant deferral / active EE | $6,219 | $6,981-10.9% | $6,405-2.9% | $6,507-4.4% |
| Admin fee / account holder | $636 | $10,528-94.0% | $9,769-93.5% | $12,624-95.0% |