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 | $40,064 | $189,613-78.9% | $167,512-76.1% | $142,382-71.9% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 24.48% | 2024.68%-2000.2pp | 1615.79%-1591.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,780 | $4,349-59.1% | $3,882-54.1% | $4,299-58.6% |
| Participant deferral / active EE | $2,422 | $6,981-65.3% | $6,405-62.2% | $6,507-62.8% |
| Admin fee / account holder | $357 | $10,528-96.6% | $9,769-96.3% | $12,624-97.2% |