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 4-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 | $120,603 | $189,613-36.4% | $167,512-28.0% | $142,382-15.3% |
| Participation rate | 18.8% | 80.1%-61.4pp | 77.1%-58.3pp | 80.1%-61.4pp |
| Annual return | 12.28% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,345 | $6,981-23.4% | $6,405-16.5% | $6,507-17.9% |
| Admin fee / account holder | $4,433 | $10,528-57.9% | $9,769-54.6% | $12,624-64.9% |