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 | $290,948 | $59,107+392.2% | $86,436+236.6% | $68,494+324.8% |
| Participation rate | 69.4% | 75.2%-5.8pp | 80.3%-10.9pp | 67.9%+1.6pp |
| Annual return | -22.91% | -0.23%-22.7pp | 4394.89%-4417.8pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,654 | $2,519-34.3% | $3,769-56.1% | $2,596-36.3% |
| Participant deferral / active EE | $7,304 | $5,901+23.8% | $6,952+5.1% | $4,027+81.4% |
| Admin fee / account holder | $8,271 | $5,637+46.7% | $6,731+22.9% | $5,403+53.1% |