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 5-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 | $76,735 | $175,036-56.2% | $120,225-36.2% | - |
| Participation rate | 10.1% | 60.2%-50.1pp | 69.6%-59.5pp | - |
| Annual return | 17.97% | 15.04%+2.9pp | 439.23%-421.3pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,475-100.0% | - |
| Participant deferral / active EE | $802 | $3,720-78.4% | $3,999-79.9% | - |
| Admin fee / account holder | $1,301 | $23,923-94.6% | $5,696-77.2% | - |