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 | $132,039 | $106,230+24.3% | $80,975+63.1% | - |
| Participation rate | 63.6% | 59.7%+4.0pp | 75.8%-12.2pp | - |
| Annual return | 5.52% | 1.70%+3.8pp | 17.10%-11.6pp | - |
| Employer contribution / active EE | $529 | $1,571-66.3% | $3,714-85.8% | - |
| Participant deferral / active EE | $4,615 | $3,737+23.5% | $5,696-19.0% | - |
| Admin fee / account holder | $1,799 | $5,451-67.0% | $5,516-67.4% | - |