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 5-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 | $37,444 | $189,613-80.3% | $167,512-77.6% | $142,382-73.7% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 25.25% | 2024.68%-1999.4pp | 1615.79%-1590.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,843 | $4,349+11.3% | $3,882+24.8% | $4,299+12.6% |
| Participant deferral / active EE | $2,638 | $6,981-62.2% | $6,405-58.8% | $6,507-59.5% |
| Admin fee / account holder | $492 | $10,528-95.3% | $9,769-95.0% | $12,624-96.1% |