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 | $65,229 | $119,451-45.4% | $67,711-3.7% | - |
| Participation rate | 57.6% | 53.0%+4.6pp | 67.5%-9.9pp | - |
| Annual return | 4.01% | -5.40%+9.4pp | 25.41%-21.4pp | - |
| Employer contribution / active EE | $330 | $941-64.9% | $2,559-87.1% | - |
| Participant deferral / active EE | $3,685 | $2,055+79.3% | $3,585+2.8% | - |
| Admin fee / account holder | $5,318 | $18,443-71.2% | $4,255+25.0% | - |