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 | $276,549 | $110,261+150.8% | $95,745+188.8% | $139,434+98.3% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | -0.03% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-373.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,083 | $4,676-76.8% | $4,245-74.5% | $6,710-83.9% |
| Admin fee / account holder | $13,924 | $6,613+110.6% | $5,678+145.2% | $11,403+22.1% |