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 8-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 | $191,081 | $189,613+0.8% | $167,512+14.1% | $142,382+34.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 94.76% | 2024.68%-1929.9pp | 1615.79%-1521.0pp | 217.08%-122.3pp |
| Employer contribution / active EE | $2,783 | $4,349-36.0% | $3,882-28.3% | $4,299-35.3% |
| Participant deferral / active EE | $8,114 | $6,981+16.2% | $6,405+26.7% | $6,507+24.7% |
| Admin fee / account holder | $605 | $10,528-94.3% | $9,769-93.8% | $12,624-95.2% |