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 | $2,360,474 | $109,881+2048.2% | $150,045+1473.2% | $84,808+2683.3% |
| Participation rate | 61.7% | 76.1%-14.4pp | 82.3%-20.6pp | 68.3%-6.6pp |
| Annual return | 4.00% | 28.25%-24.2pp | 62.55%-58.5pp | 40.90%-36.9pp |
| Employer contribution / active EE | $13,061 | $3,561+266.8% | $4,693+178.3% | $2,631+396.4% |
| Participant deferral / active EE | $9,059 | $6,636+36.5% | $7,997+13.3% | $4,212+115.1% |
| Admin fee / account holder | $44,515 | $8,568+419.5% | $13,435+231.3% | $7,344+506.2% |