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 10-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 | $133,649 | $150,440-11.2% | $136,294-1.9% | $147,584-9.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 56.86% | 1049.08%-992.2pp | 5155.94%-5099.1pp | 578.55%-521.7pp |
| Employer contribution / active EE | $5,761 | $5,256+9.6% | $4,695+22.7% | $4,876+18.1% |
| Participant deferral / active EE | $7,234 | $6,630+9.1% | $6,247+15.8% | $5,439+33.0% |
| Admin fee / account holder | $755 | $10,905-93.1% | $9,243-91.8% | $10,885-93.1% |