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 | $79,525 | $189,613-58.1% | $167,512-52.5% | $142,382-44.1% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 15.09% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $615 | $4,349-85.9% | $3,882-84.2% | $4,299-85.7% |
| Participant deferral / active EE | $7,137 | $6,981+2.2% | $6,405+11.4% | $6,507+9.7% |
| Admin fee / account holder | $30,513 | $10,528+189.8% | $9,769+212.3% | $12,624+141.7% |