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 | $1,065,180 | $106,515+900.0% | $96,683+1001.7% | $139,434+663.9% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 10.40% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,970 | $4,103-52.0% | $3,737-47.3% | $4,751-58.5% |
| Participant deferral / active EE | $33,163 | $5,454+508.1% | $4,878+579.8% | $6,710+394.2% |
| Admin fee / account holder | $822,639 | $7,877+10343.7% | $6,730+12124.4% | $11,403+7114.5% |