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 | $257,789 | $95,453+170.1% | $112,040+130.1% | $82,448+212.7% |
| Participation rate | 36.7% | 72.8%-36.0pp | 76.5%-39.8pp | 68.1%-31.3pp |
| Annual return | 8.81% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,215 | $2,318-47.6% | $2,954-58.9% | $2,551-52.4% |
| Participant deferral / active EE | $3,821 | $4,224-9.5% | $5,098-25.0% | $4,139-7.7% |
| Admin fee / account holder | $4,970 | $9,013-44.9% | $12,098-58.9% | $7,234-31.3% |