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 3-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 | $65,255 | $189,613-65.6% | $167,512-61.0% | $142,382-54.2% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 23.16% | 2024.68%-2001.5pp | 1615.79%-1592.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,717 | $4,349-60.5% | $3,882-55.8% | $4,299-60.1% |
| Participant deferral / active EE | $4,273 | $6,981-38.8% | $6,405-33.3% | $6,507-34.3% |
| Admin fee / account holder | $3,404 | $10,528-67.7% | $9,769-65.2% | $12,624-73.0% |