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 | $572,134 | $159,901+257.8% | $146,958+289.3% | $145,922+292.1% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 6.76% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $12,663 | $5,286+139.6% | $4,933+156.7% | $4,660+171.8% |
| Participant deferral / active EE | $4,469 | $8,428-47.0% | $8,070-44.6% | $6,688-33.2% |
| Admin fee / account holder | $9,709 | $15,044-35.5% | $12,998-25.3% | $13,397-27.5% |