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 6-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 | $32,777 | $189,613-82.7% | $167,512-80.4% | $142,382-77.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 20.52% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,601 | $4,349+28.8% | $3,882+44.3% | $4,299+30.3% |
| Participant deferral / active EE | $13,671 | $6,981+95.8% | $6,405+113.5% | $6,507+110.1% |
| Admin fee / account holder | $24,742 | $10,528+135.0% | $9,769+153.3% | $12,624+96.0% |