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 | $127,880 | $79,753+60.3% | $106,213+20.4% | - |
| Participation rate | 65.7% | 68.4%-2.7pp | 75.3%-9.6pp | - |
| Annual return | 11.96% | 10.43%+1.5pp | 116.14%-104.2pp | - |
| Employer contribution / active EE | $931 | $2,584-64.0% | $3,171-70.7% | - |
| Participant deferral / active EE | $3,681 | $4,151-11.3% | $5,016-26.6% | - |
| Admin fee / account holder | $21,498 | $4,140+419.3% | $11,033+94.8% | - |