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 | $372,192 | $209,832+77.4% | $189,513+96.4% | $167,490+122.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 6.93% | 748.27%-741.3pp | 555.15%-548.2pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,350 | $6,914-66.0% | $6,162-61.9% | $4,837-51.4% |
| Participant deferral / active EE | $11,005 | $8,935+23.2% | $8,221+33.9% | $6,341+73.5% |
| Admin fee / account holder | $5,861 | $14,293-59.0% | $12,045-51.3% | $12,309-52.4% |