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 8-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 | $47,283 | $189,613-75.1% | $167,512-71.8% | $142,382-66.8% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 30.11% | 2024.68%-1994.6pp | 1615.79%-1585.7pp | 217.08%-187.0pp |
| Employer contribution / active EE | $2,570 | $4,349-40.9% | $3,882-33.8% | $4,299-40.2% |
| Participant deferral / active EE | $5,375 | $6,981-23.0% | $6,405-16.1% | $6,507-17.4% |
| Admin fee / account holder | $4,922 | $10,528-53.2% | $9,769-49.6% | $12,624-61.0% |