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 | $167,958 | $138,044+21.7% | $125,339+34.0% | $134,475+24.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -12.07% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,800 | $5,243+10.6% | $4,814+20.5% | $4,740+22.4% |
| Participant deferral / active EE | $11,875 | $7,799+52.3% | $7,446+59.5% | $6,400+85.6% |
| Admin fee / account holder | $10,879 | $11,571-6.0% | $10,010+8.7% | $11,426-4.8% |