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 8-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 | $174,467 | $112,881+54.6% | $90,951+91.8% | $158,922+9.8% |
| Participation rate | 28.6% | 74.7%-46.2pp | 69.0%-40.4pp | 82.0%-53.4pp |
| Annual return | 455.78% | 215.79%+240.0pp | 134.60%+321.2pp | 302.83%+153.0pp |
| Employer contribution / active EE | $4,407 | $2,893+52.3% | $2,122+107.7% | $4,761-7.4% |
| Participant deferral / active EE | $11,000 | $4,128+166.5% | $3,373+226.1% | $5,982+83.9% |
| Admin fee / account holder | $310 | $8,041-96.2% | $5,959-94.8% | $11,246-97.2% |