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 | $149,443 | $150,440-0.7% | $136,294+9.6% | $147,584+1.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 26.74% | 1049.08%-1022.3pp | 5155.94%-5129.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $17,799 | $5,256+238.6% | $4,695+279.1% | $4,876+265.0% |
| Participant deferral / active EE | $9,288 | $6,630+40.1% | $6,247+48.7% | $5,439+70.8% |
| Admin fee / account holder | $7,187 | $10,905-34.1% | $9,243-22.2% | $10,885-34.0% |