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 3-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 | $125,875 | $189,613-33.6% | $167,512-24.9% | $142,382-11.6% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 10.49% | 2024.68%-2014.2pp | 1615.79%-1605.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,684 | $4,349-15.3% | $3,882-5.1% | $4,299-14.3% |
| Participant deferral / active EE | $6,717 | $6,981-3.8% | $6,405+4.9% | $6,507+3.2% |
| Admin fee / account holder | $198,706 | $10,528+1787.4% | $9,769+1934.1% | $12,624+1474.1% |