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 | $67,546 | $189,613-64.4% | $167,512-59.7% | $142,382-52.6% |
| Participation rate | 68.4% | 80.1%-11.7pp | 77.1%-8.6pp | 80.1%-11.7pp |
| Annual return | 14.85% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,874 | $4,349-56.9% | $3,882-51.7% | $4,299-56.4% |
| Participant deferral / active EE | $4,269 | $6,981-38.8% | $6,405-33.3% | $6,507-34.4% |
| Admin fee / account holder | $2,677 | $10,528-74.6% | $9,769-72.6% | $12,624-78.8% |