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 | $27,848 | $189,613-85.3% | $167,512-83.4% | $142,382-80.4% |
| Participation rate | 42.9% | 80.1%-37.3pp | 77.1%-34.2pp | 80.1%-37.3pp |
| Annual return | 22.12% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,175 | $4,349-50.0% | $3,882-44.0% | $4,299-49.4% |
| Participant deferral / active EE | $2,591 | $6,981-62.9% | $6,405-59.5% | $6,507-60.2% |
| Admin fee / account holder | $449 | $10,528-95.7% | $9,769-95.4% | $12,624-96.4% |