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 | $19,629 | $64,739-69.7% | $71,796-72.7% | - |
| Participation rate | 37.4% | 64.9%-27.5pp | 69.1%-31.7pp | - |
| Annual return | 10.50% | 2.75%+7.8pp | 78.04%-67.5pp | - |
| Employer contribution / active EE | $286 | $927-69.2% | $1,924-85.2% | - |
| Participant deferral / active EE | $1,832 | $1,955-6.3% | $2,794-34.5% | - |
| Admin fee / account holder | $1,050 | $2,577-59.3% | $4,815-78.2% | - |