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 7-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 | $562,542 | $133,922+320.1% | $116,228+384.0% | $142,382+295.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 8.89% | 147.76%-138.9pp | 90.06%-81.2pp | 217.08%-208.2pp |
| Employer contribution / active EE | $16,432 | $3,446+376.9% | $2,994+448.8% | $4,299+282.2% |
| Participant deferral / active EE | $19,327 | $5,672+240.7% | $4,953+290.2% | $6,507+197.0% |
| Admin fee / account holder | $2,788 | $14,945-81.3% | $11,989-76.7% | $12,624-77.9% |