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 | $294,381 | $165,335+78.1% | $149,696+96.7% | $158,922+85.2% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -8.27% | 348.15%-356.4pp | 276.60%-284.9pp | 302.83%-311.1pp |
| Employer contribution / active EE | $2,117 | $5,103-58.5% | $4,644-54.4% | $4,761-55.5% |
| Participant deferral / active EE | $5,292 | $7,181-26.3% | $6,842-22.7% | $5,982-11.5% |
| Admin fee / account holder | $8,720 | $10,807-19.3% | $9,309-6.3% | $11,246-22.5% |