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 | $50,101 | $225,748-77.8% | $136,294-63.2% | - |
| Participation rate | 36.4% | 69.2%-32.9pp | 81.9%-45.6pp | - |
| Annual return | 20.01% | 13.52%+6.5pp | 5155.94%-5135.9pp | - |
| Employer contribution / active EE | $0 | $3,134-100.0% | $4,695-100.0% | - |
| Participant deferral / active EE | $3,432 | $4,803-28.5% | $6,247-45.1% | - |
| Admin fee / account holder | $1,859 | $10,864-82.9% | $9,243-79.9% | - |