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 | $33,034 | $189,613-82.6% | $167,512-80.3% | $142,382-76.8% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 16.06% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,554 | $4,349-64.3% | $3,882-60.0% | $4,299-63.9% |
| Participant deferral / active EE | $2,114 | $6,981-69.7% | $6,405-67.0% | $6,507-67.5% |
| Admin fee / account holder | $855 | $10,528-91.9% | $9,769-91.2% | $12,624-93.2% |