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 7-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 | $400,315 | $172,478+132.1% | $145,661+174.8% | $142,382+181.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 4.49% | 151.09%-146.6pp | 101.46%-97.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,188 | $4,899-55.3% | $4,238-48.4% | $4,299-49.1% |
| Participant deferral / active EE | $5,095 | $8,348-39.0% | $7,198-29.2% | $6,507-21.7% |
| Admin fee / account holder | $347 | $16,864-97.9% | $12,466-97.2% | $12,624-97.3% |