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 | $321,995 | $177,572+81.3% | $154,803+108.0% | $142,382+126.1% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.1%-23.1pp | 80.1%-25.1pp |
| Annual return | 5.69% | 65.07%-59.4pp | 58.88%-53.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,830 | $4,810-41.2% | $4,305-34.3% | $4,299-34.2% |
| Participant deferral / active EE | $2,369 | $6,272-62.2% | $5,540-57.2% | $6,507-63.6% |
| Admin fee / account holder | $1,187 | $16,786-92.9% | $14,329-91.7% | $12,624-90.6% |