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 | $154,203 | $189,613-18.7% | $167,512-7.9% | $142,382+8.3% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 19.54% | 2024.68%-2005.1pp | 1615.79%-1596.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,824 | $4,349-35.1% | $3,882-27.3% | $4,299-34.3% |
| Participant deferral / active EE | $8,400 | $6,981+20.3% | $6,405+31.2% | $6,507+29.1% |
| Admin fee / account holder | $1,524 | $10,528-85.5% | $9,769-84.4% | $12,624-87.9% |