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 | $1,277,334 | $189,613+573.7% | $167,512+662.5% | $142,382+797.1% |
| Participation rate | 7.1% | 80.1%-73.0pp | 77.1%-69.9pp | 80.1%-73.0pp |
| Annual return | 9.68% | 2024.68%-2015.0pp | 1615.79%-1606.1pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,481 | $4,349-19.9% | $3,882-10.3% | $4,299-19.0% |
| Participant deferral / active EE | $6,741 | $6,981-3.4% | $6,405+5.2% | $6,507+3.6% |
| Admin fee / account holder | $153,687 | $10,528+1359.8% | $9,769+1473.2% | $12,624+1117.4% |