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 5-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 | $26,722 | $189,613-85.9% | $167,512-84.0% | $142,382-81.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 20.30% | 2024.68%-2004.4pp | 1615.79%-1595.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,026 | $4,349-76.4% | $3,882-73.6% | $4,299-76.1% |
| Participant deferral / active EE | $1,838 | $6,981-73.7% | $6,405-71.3% | $6,507-71.8% |
| Admin fee / account holder | $1,538 | $10,528-85.4% | $9,769-84.3% | $12,624-87.8% |