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 | $106,378 | $176,947-39.9% | $82,389+29.1% | - |
| Participation rate | 57.6% | 61.8%-4.3pp | 69.5%-12.0pp | - |
| Annual return | 16.16% | 15.13%+1.0pp | 28.67%-12.5pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $2,517-100.0% | - |
| Participant deferral / active EE | $4,823 | $4,114+17.2% | $4,155+16.1% | - |
| Admin fee / account holder | $8,777 | $22,209-60.5% | $7,231+21.4% | - |