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 | $900,082 | $111,724+705.6% | $93,606+861.6% | $145,922+516.8% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 4.58% | 202.98%-198.4pp | 133.20%-128.6pp | 561.29%-556.7pp |
| Employer contribution / active EE | $693 | $3,090-77.6% | $2,420-71.3% | $4,660-85.1% |
| Participant deferral / active EE | $5,083 | $4,912+3.5% | $4,411+15.2% | $6,688-24.0% |
| Admin fee / account holder | $4,615 | $10,250-55.0% | $8,285-44.3% | $13,397-65.6% |