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 | $61,577 | $85,298-27.8% | $90,160-31.7% | - |
| Participation rate | 67.7% | 70.9%-3.2pp | 76.9%-9.2pp | - |
| Annual return | 16.14% | 7.88%+8.3pp | 34.88%-18.7pp | - |
| Employer contribution / active EE | $487 | $1,460-66.7% | $3,318-85.3% | - |
| Participant deferral / active EE | $3,038 | $4,522-32.8% | $5,288-42.5% | - |
| Admin fee / account holder | $3,125 | $1,320+136.7% | $5,943-47.4% | - |