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 5-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 | $35,528 | $189,613-81.3% | $167,512-78.8% | $142,382-75.0% |
| Participation rate | 20.0% | 80.1%-60.1pp | 77.1%-57.1pp | 80.1%-60.1pp |
| Annual return | 19.75% | 2024.68%-2004.9pp | 1615.79%-1596.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $871 | $4,349-80.0% | $3,882-77.6% | $4,299-79.7% |
| Participant deferral / active EE | $2,375 | $6,981-66.0% | $6,405-62.9% | $6,507-63.5% |
| Admin fee / account holder | $2,189 | $10,528-79.2% | $9,769-77.6% | $12,624-82.7% |