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 4-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 | $92,019 | $189,613-51.5% | $167,512-45.1% | $142,382-35.4% |
| Participation rate | 69.6% | 80.1%-10.6pp | 77.1%-7.5pp | 80.1%-10.6pp |
| Annual return | 19.16% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,738 | $4,349-37.0% | $3,882-29.5% | $4,299-36.3% |
| Participant deferral / active EE | $3,538 | $6,981-49.3% | $6,405-44.8% | $6,507-45.6% |
| Admin fee / account holder | $1,466 | $10,528-86.1% | $9,769-85.0% | $12,624-88.4% |