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 6-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 | $78,363 | $189,613-58.7% | $167,512-53.2% | $142,382-45.0% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 13.67% | 2024.68%-2011.0pp | 1615.79%-1602.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,090 | $4,349-28.9% | $3,882-20.4% | $4,299-28.1% |
| Participant deferral / active EE | $3,698 | $6,981-47.0% | $6,405-42.3% | $6,507-43.2% |
| Admin fee / account holder | $7,512 | $10,528-28.6% | $9,769-23.1% | $12,624-40.5% |