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 | $10,326 | $99,919-89.7% | - | $158,922-93.5% |
| Participation rate | 39.1% | 71.6%-32.4pp | - | 82.0%-42.8pp |
| Annual return | 10.01% | 35.31%-25.3pp | - | 302.83%-292.8pp |
| Employer contribution / active EE | $442 | $3,686-88.0% | - | $4,761-90.7% |
| Participant deferral / active EE | $694 | $4,771-85.4% | - | $5,982-88.4% |
| Admin fee / account holder | $783 | $2,820-72.2% | - | $11,246-93.0% |