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 | $411,127 | $100,852+307.7% | $90,404+354.8% | $158,922+158.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | -0.83% | 1724.20%-1725.0pp | 1293.02%-1293.8pp | 302.83%-303.7pp |
| Employer contribution / active EE | $1,082 | $3,689-70.7% | $3,262-66.8% | $4,761-77.3% |
| Participant deferral / active EE | $3,632 | $4,348-16.5% | $3,963-8.3% | $5,982-39.3% |
| Admin fee / account holder | $8,126 | $6,501+25.0% | $5,611+44.8% | $11,246-27.7% |