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 | $219,562 | $176,947+24.1% | $126,539+73.5% | - |
| Participation rate | 13.1% | 61.8%-48.7pp | 69.8%-56.7pp | - |
| Annual return | 12.27% | 15.13%-2.9pp | 425.95%-413.7pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,674-100.0% | - |
| Participant deferral / active EE | $1,085 | $4,114-73.6% | $4,083-73.4% | - |
| Admin fee / account holder | $617 | $22,209-97.2% | $6,065-89.8% | - |