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 | $64,120 | $189,613-66.2% | $167,512-61.7% | $142,382-55.0% |
| Participation rate | 37.5% | 80.1%-42.6pp | 77.1%-39.6pp | 80.1%-42.6pp |
| Annual return | 14.72% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,437 | $4,349-44.0% | $3,882-37.2% | $4,299-43.3% |
| Participant deferral / active EE | $6,023 | $6,981-13.7% | $6,405-6.0% | $6,507-7.4% |
| Admin fee / account holder | $188,103 | $10,528+1686.7% | $9,769+1825.5% | $12,624+1390.1% |