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 5-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 | $1,385,218 | $105,126+1217.7% | $94,646+1363.6% | $139,434+893.5% |
| Participation rate | 64.3% | 82.4%-18.1pp | 80.8%-16.5pp | 80.3%-16.0pp |
| Annual return | 12.13% | 38.03%-25.9pp | 156.71%-144.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $29,607 | $4,106+621.1% | $3,672+706.3% | $4,751+523.2% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $986,228 | $8,984+10877.6% | $7,231+13539.4% | $11,403+8549.2% |