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.
Employer 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 | $74,947 | $198,836-62.3% | $103,333-27.5% | - |
| Participation rate | 50.5% | 60.8%-10.3pp | 74.5%-24.0pp | - |
| Annual return | 14.88% | 12.43%+2.5pp | 24.88%-10.0pp | - |
| Employer contribution / active EE | $665 | $2,607-74.5% | $3,868-82.8% | - |
| Participant deferral / active EE | $2,957 | $3,407-13.2% | $5,057-41.5% | - |
| Admin fee / account holder | $15,000 | $10,004+49.9% | $8,355+79.5% | - |