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 | $28,011 | $215,321-87.0% | $143,757-80.5% | - |
| Participation rate | 56.6% | 60.1%-3.5pp | 80.3%-23.7pp | - |
| Annual return | -15.37% | -15.45%+0.1pp | -0.04%-15.3pp | - |
| Employer contribution / active EE | $1,397 | $1,875-25.5% | $4,951-71.8% | - |
| Participant deferral / active EE | $3,516 | $2,485+41.5% | $5,637-37.6% | - |
| Admin fee / account holder | $4,874 | $36,394-86.6% | $14,673-66.8% | - |