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 | $137,915 | $176,811-22.0% | $146,958-6.2% | - |
| Participation rate | 62.6% | 76.9%-14.3pp | 82.2%-19.5pp | - |
| Annual return | 8.76% | 11.56%-2.8pp | 418.34%-409.6pp | - |
| Employer contribution / active EE | $3,294 | $3,2940% | $4,933-33.2% | - |
| Participant deferral / active EE | $4,110 | $6,900-40.4% | $8,070-49.1% | - |
| Admin fee / account holder | $21,309 | $27,451-22.4% | $12,998+63.9% | - |