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 6-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 | $62,068 | $75,978-18.3% | $73,843-15.9% | - |
| Participation rate | 56.6% | 59.4%-2.9pp | 73.4%-16.9pp | - |
| Annual return | 1.21% | -3.82%+5.0pp | 2267.84%-2266.6pp | - |
| Employer contribution / active EE | $2,763 | $1,686+63.9% | $2,787-0.9% | - |
| Participant deferral / active EE | $0 | $2,729-100.0% | $3,583-100.0% | - |
| Admin fee / account holder | $1,135 | $4,229-73.2% | $4,880-76.7% | - |