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 | $71,542 | $104,607-31.6% | $96,544-25.9% | - |
| Participation rate | 55.6% | 76.2%-20.6pp | 76.0%-20.4pp | - |
| Annual return | 20.61% | 9.56%+11.0pp | 25.84%-5.2pp | - |
| Employer contribution / active EE | $1,463 | $2,147-31.8% | $2,965-50.6% | - |
| Participant deferral / active EE | $2,306 | $4,312-46.5% | $4,851-52.5% | - |
| Admin fee / account holder | $4,810 | $45,340-89.4% | $8,252-41.7% | - |