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 | $246,493 | $202,318+21.8% | $172,739+42.7% | $152,861+61.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.40% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $11,609 | $5,856+98.2% | $5,143+125.7% | $4,762+143.8% |
| Participant deferral / active EE | $12,667 | $5,948+113.0% | $5,198+143.7% | $5,850+116.5% |
| Admin fee / account holder | $10,737 | $17,109-37.2% | $13,954-23.1% | $11,596-7.4% |