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 | $24,306 | $189,613-87.2% | $167,512-85.5% | $142,382-82.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 24.10% | 2024.68%-2000.6pp | 1615.79%-1591.7pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,134 | $4,349-27.9% | $3,882-19.3% | $4,299-27.1% |
| Participant deferral / active EE | $3,372 | $6,981-51.7% | $6,405-47.4% | $6,507-48.2% |
| Admin fee / account holder | $884 | $10,528-91.6% | $9,769-91.0% | $12,624-93.0% |