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 | $25,611 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 28.06% | 2024.68%-1996.6pp | 1615.79%-1587.7pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,941 | $4,349-55.4% | $3,882-50.0% | $4,299-54.8% |
| Participant deferral / active EE | $3,514 | $6,981-49.7% | $6,405-45.1% | $6,507-46.0% |
| Admin fee / account holder | $3,946 | $10,528-62.5% | $9,769-59.6% | $12,624-68.7% |