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 8-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 | $333,932 | $177,572+88.1% | $154,803+115.7% | $142,382+134.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 11.19% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $17,215 | $4,810+257.9% | $4,305+299.8% | $4,299+300.4% |
| Participant deferral / active EE | $9,707 | $6,272+54.8% | $5,540+75.2% | $6,507+49.2% |
| Admin fee / account holder | $46,611 | $16,786+177.7% | $14,329+225.3% | $12,624+269.2% |