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 | $42,484 | $189,613-77.6% | $167,512-74.6% | $142,382-70.2% |
| Participation rate | 30.0% | 80.1%-50.1pp | 77.1%-47.1pp | 80.1%-50.1pp |
| Annual return | 10.44% | 2024.68%-2014.2pp | 1615.79%-1605.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $608 | $4,349-86.0% | $3,882-84.3% | $4,299-85.9% |
| Participant deferral / active EE | $2,810 | $6,981-59.7% | $6,405-56.1% | $6,507-56.8% |
| Admin fee / account holder | $15,884 | $10,528+50.9% | $9,769+62.6% | $12,624+25.8% |