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 | $67,206 | $198,836-66.2% | $103,333-35.0% | - |
| Participation rate | 56.6% | 60.8%-4.3pp | 74.5%-17.9pp | - |
| Annual return | 16.94% | 12.43%+4.5pp | 24.88%-7.9pp | - |
| Employer contribution / active EE | $672 | $2,607-74.2% | $3,868-82.6% | - |
| Participant deferral / active EE | $3,566 | $3,407+4.7% | $5,057-29.5% | - |
| Admin fee / account holder | $2,325 | $10,004-76.8% | $8,355-72.2% | - |