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 7-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 | $50,489 | $189,613-73.4% | $167,512-69.9% | $142,382-64.5% |
| Participation rate | 69.2% | 80.1%-10.9pp | 77.1%-7.8pp | 80.1%-10.9pp |
| Annual return | 26.27% | 2024.68%-1998.4pp | 1615.79%-1589.5pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,036 | $4,349-53.2% | $3,882-47.5% | $4,299-52.6% |
| Participant deferral / active EE | $4,008 | $6,981-42.6% | $6,405-37.4% | $6,507-38.4% |
| Admin fee / account holder | $328 | $10,528-96.9% | $9,769-96.6% | $12,624-97.4% |