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 4-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 | $177,765 | $175,202+1.5% | $149,673+18.8% | $139,434+27.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 141.32% | 166.71%-25.4pp | 134.42%+6.9pp | 372.94%-231.6pp |
| Employer contribution / active EE | $10,875 | $5,474+98.7% | $4,818+125.7% | $4,751+128.9% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $1,054 | $16,150-93.5% | $13,210-92.0% | $11,403-90.8% |