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 | $296,817 | $84,233+252.4% | $170,442+74.1% | $70,131+323.2% |
| Participation rate | 43.8% | 70.8%-27.1pp | 83.6%-39.8pp | 69.5%-25.8pp |
| Annual return | 12.14% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,131 | $3,387-7.5% | $5,433-42.4% | $2,342+33.7% |
| Participant deferral / active EE | $2,968 | $3,086-3.8% | $4,939-39.9% | $3,332-10.9% |
| Admin fee / account holder | $2,708 | $5,698-52.5% | $13,880-80.5% | $4,645-41.7% |