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 4-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 | $29,486 | $198,836-85.2% | $103,333-71.5% | - |
| Participation rate | 30.3% | 60.8%-30.5pp | 74.5%-44.2pp | - |
| Annual return | 38.67% | 12.43%+26.2pp | 24.88%+13.8pp | - |
| Employer contribution / active EE | $1,031 | $2,607-60.5% | $3,868-73.4% | - |
| Participant deferral / active EE | $1,918 | $3,407-43.7% | $5,057-62.1% | - |
| Admin fee / account holder | $3,856 | $10,004-61.5% | $8,355-53.9% | - |