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 9-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 | $69,075 | $189,613-63.6% | $167,512-58.8% | $142,382-51.5% |
| Participation rate | 68.4% | 80.1%-11.7pp | 77.1%-8.6pp | 80.1%-11.7pp |
| Annual return | 17.54% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,084 | $4,349-29.1% | $3,882-20.5% | $4,299-28.3% |
| Participant deferral / active EE | $5,564 | $6,981-20.3% | $6,405-13.1% | $6,507-14.5% |
| Admin fee / account holder | $711 | $10,528-93.2% | $9,769-92.7% | $12,624-94.4% |