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 | $308,280 | $90,503+240.6% | $78,689+291.8% | $273,961+12.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 0.54% | 75.60%-75.1pp | 62.18%-61.6pp | 41.45%-40.9pp |
| Employer contribution / active EE | $16,667 | $3,176+424.8% | $2,851+484.7% | $4,869+242.3% |
| Participant deferral / active EE | $15,729 | $3,901+303.2% | $3,517+347.3% | $5,287+197.5% |
| Admin fee / account holder | $241,597 | $5,263+4490.3% | $4,510+5256.4% | $10,132+2284.5% |