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 6-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 | $80,790 | $168,082-51.9% | $150,045-46.2% | - |
| Participation rate | 63.6% | 71.4%-7.8pp | 82.3%-18.7pp | - |
| Annual return | 19.23% | 24.81%-5.6pp | 62.55%-43.3pp | - |
| Employer contribution / active EE | $2,301 | $3,603-36.1% | $4,693-51.0% | - |
| Participant deferral / active EE | $4,100 | $7,053-41.9% | $7,997-48.7% | - |
| Admin fee / account holder | $2,174 | $7,866-72.4% | $13,435-83.8% | - |