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 | $34,464 | $189,613-81.8% | $167,512-79.4% | $142,382-75.8% |
| Participation rate | 53.8% | 80.1%-26.3pp | 77.1%-23.2pp | 80.1%-26.3pp |
| Annual return | 17.21% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,622 | $4,349-39.7% | $3,882-32.5% | $4,299-39.0% |
| Participant deferral / active EE | $4,606 | $6,981-34.0% | $6,405-28.1% | $6,507-29.2% |
| Admin fee / account holder | $316 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |