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 | $443,751 | $114,381+288.0% | $107,525+312.7% | $142,382+211.7% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 2.28% | 242.71%-240.4pp | 181.32%-179.0pp | 217.08%-214.8pp |
| Employer contribution / active EE | $1,030 | $4,015-74.3% | $3,754-72.6% | $4,299-76.0% |
| Participant deferral / active EE | $4,687 | $5,564-15.8% | $5,116-8.4% | $6,507-28.0% |
| Admin fee / account holder | $66,350 | $9,860+572.9% | $8,919+643.9% | $12,624+425.6% |