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 | $1,224,523 | $108,919+1024.3% | $100,391+1119.8% | $145,922+739.2% |
| Participation rate | 45.5% | 82.9%-37.5pp | 81.5%-36.0pp | 80.3%-34.8pp |
| Annual return | 9.27% | 57.88%-48.6pp | 49.20%-39.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $15,664 | $4,419+254.4% | $3,942+297.4% | $4,660+236.2% |
| Participant deferral / active EE | $8,611 | $8,445+2.0% | $8,082+6.6% | $6,688+28.8% |
| Admin fee / account holder | $116,184 | $9,689+1099.2% | $7,899+1370.8% | $13,397+767.2% |