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 | $100,739 | $135,057-25.4% | $98,716+2.0% | - |
| Participation rate | 34.3% | 54.8%-20.5pp | 69.3%-34.9pp | - |
| Annual return | 18.90% | 11.95%+6.9pp | 31.81%-12.9pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $2,554 | $3,078-17.0% | $4,048-36.9% | - |
| Admin fee / account holder | $2,961 | $5,301-44.1% | $8,703-66.0% | - |