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 | $679,330 | $117,859+476.4% | $102,438+563.2% | $145,959+365.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.64% | 31.72%-24.1pp | 29.37%-21.7pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,419 | $3,615-60.7% | $3,024-53.1% | $4,661-69.6% |
| Participant deferral / active EE | $3,835 | $5,732-33.1% | $5,054-24.1% | $6,689-42.7% |
| Admin fee / account holder | $88,887 | $13,318+567.4% | $9,448+840.8% | $13,398+563.4% |