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 4-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 | $32,955 | $332,085-90.1% | $149,673-78.0% | - |
| Participation rate | 66.7% | 60.9%+5.7pp | 78.8%-12.1pp | - |
| Annual return | 18.98% | 51.04%-32.1pp | 134.42%-115.4pp | - |
| Employer contribution / active EE | $1,686 | $2,795-39.7% | $4,818-65.0% | - |
| Participant deferral / active EE | $4,492 | $2,947+52.4% | $5,680-20.9% | - |
| Admin fee / account holder | $2,133 | $47,995-95.6% | $13,210-83.9% | - |