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 | $65,721 | $189,613-65.3% | $167,512-60.8% | $142,382-53.8% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 25.29% | 2024.68%-1999.4pp | 1615.79%-1590.5pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,606 | $4,349-40.1% | $3,882-32.9% | $4,299-39.4% |
| Participant deferral / active EE | $7,405 | $6,981+6.1% | $6,405+15.6% | $6,507+13.8% |
| Admin fee / account holder | $788 | $10,528-92.5% | $9,769-91.9% | $12,624-93.8% |