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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,271 | $105,181+230.2% | $159,436+117.8% | $85,850+304.5% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.8%-44.4pp | 69.3%-30.9pp |
| Annual return | 9.82% | 45.07%-35.3pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $3,209 | $3,318-3.3% | $4,829-33.6% | $2,565+25.1% |
| Participant deferral / active EE | $6,056 | $5,945+1.9% | $7,352-17.6% | $3,952+53.2% |
| Admin fee / account holder | $32,014 | $6,933+361.7% | $10,799+196.5% | $6,260+411.4% |