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 | $341,132 | $148,534+129.7% | $135,903+151.0% | $139,434+144.7% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 11.65% | 79.19%-67.5pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,232 | $5,243-38.3% | $4,856-33.4% | $4,751-32.0% |
| Participant deferral / active EE | $4,967 | $8,100-38.7% | $7,758-36.0% | $6,710-26.0% |
| Admin fee / account holder | $69,679 | $12,400+461.9% | $10,762+547.4% | $11,403+511.1% |