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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,491 | $92,703+28.9% | $82,719+44.5% | $134,475-11.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -52.90% | 944.92%-997.8pp | 701.18%-754.1pp | 417.96%-470.9pp |
| Employer contribution / active EE | $1,595 | $3,274-51.3% | $3,009-47.0% | $4,740-66.3% |
| Participant deferral / active EE | $4,045 | $4,802-15.8% | $4,395-8.0% | $6,400-36.8% |
| Admin fee / account holder | $4,041 | $5,983-32.4% | $5,329-24.2% | $11,426-64.6% |