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 | $334,740 | $159,901+109.3% | $146,958+127.8% | $145,922+129.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.22% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,937 | $5,286-25.5% | $4,933-20.2% | $4,660-15.5% |
| Participant deferral / active EE | $8,837 | $8,428+4.8% | $8,070+9.5% | $6,688+32.1% |
| Admin fee / account holder | $53,765 | $15,044+257.4% | $12,998+313.6% | $13,397+301.3% |