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 4-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 | $63,906 | $189,613-66.3% | $167,512-61.8% | $142,382-55.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 16.53% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,965 | $4,349-31.8% | $3,882-23.6% | $4,299-31.0% |
| Participant deferral / active EE | $3,624 | $6,981-48.1% | $6,405-43.4% | $6,507-44.3% |
| Admin fee / account holder | $1,298 | $10,528-87.7% | $9,769-86.7% | $12,624-89.7% |