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 | $182,687 | $189,613-3.7% | $167,512+9.1% | $142,382+28.3% |
| Participation rate | 58.8% | 80.1%-21.3pp | 77.1%-18.2pp | 80.1%-21.3pp |
| Annual return | 19.39% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,850 | $4,349-34.5% | $3,882-26.6% | $4,299-33.7% |
| Participant deferral / active EE | $5,851 | $6,981-16.2% | $6,405-8.6% | $6,507-10.1% |
| Admin fee / account holder | $303 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |