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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,592 | $190,225-61.3% | $117,854-37.6% | - |
| Participation rate | 46.5% | 74.9%-28.4pp | 79.7%-33.2pp | - |
| Annual return | 20.37% | 90.66%-70.3pp | 335.08%-314.7pp | - |
| Employer contribution / active EE | $0 | $1,779-100.0% | $3,786-100.0% | - |
| Participant deferral / active EE | $3,068 | $3,327-7.8% | $4,482-31.5% | - |
| Admin fee / account holder | $3,220 | $9,756-67.0% | $8,020-59.9% | - |