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 6-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 | $743,955 | $76,738+869.5% | $56,411+1218.8% | $145,922+409.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 1.30% | 2994.23%-2992.9pp | 1701.33%-1700.0pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,080 | $1,380-21.7% | $1,039+4.0% | $4,660-76.8% |
| Participant deferral / active EE | $1,080 | $2,623-58.8% | $1,952-44.7% | $6,688-83.9% |
| Admin fee / account holder | $11,654 | $3,334+249.6% | $2,829+312.0% | $13,397-13.0% |