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 | $146,816 | $171,865-14.6% | $149,718-1.9% | $147,584-0.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 36.41% | 2113.22%-2076.8pp | 1501.63%-1465.2pp | 578.55%-542.1pp |
| Employer contribution / active EE | $16,452 | $6,275+162.2% | $5,445+202.2% | $4,876+237.4% |
| Participant deferral / active EE | $15,911 | $7,271+118.8% | $6,569+142.2% | $5,439+192.5% |
| Admin fee / account holder | $2,342 | $13,799-83.0% | $11,283-79.2% | $10,885-78.5% |