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 | $50,664 | $189,613-73.3% | $167,512-69.8% | $142,382-64.4% |
| Participation rate | 27.8% | 80.1%-52.4pp | 77.1%-49.3pp | 80.1%-52.3pp |
| Annual return | 13.12% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $943 | $4,349-78.3% | $3,882-75.7% | $4,299-78.1% |
| Participant deferral / active EE | $2,794 | $6,981-60.0% | $6,405-56.4% | $6,507-57.1% |
| Admin fee / account holder | $3,511 | $10,528-66.6% | $9,769-64.1% | $12,624-72.2% |