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 | $52,129 | $189,613-72.5% | $167,512-68.9% | $142,382-63.4% |
| Participation rate | 68.8% | 80.1%-11.4pp | 77.1%-8.3pp | 80.1%-11.4pp |
| Annual return | 19.11% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,114 | $4,349-51.4% | $3,882-45.6% | $4,299-50.8% |
| Participant deferral / active EE | $7,188 | $6,981+3.0% | $6,405+12.2% | $6,507+10.5% |
| Admin fee / account holder | $12,628 | $10,528+19.9% | $9,769+29.3% | $12,6240% |