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 | $149,040 | $161,701-7.8% | - | $142,382+4.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | - | 80.1%-13.5pp |
| Annual return | 13.06% | 549.36%-536.3pp | - | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $4,438-100.0% | - | $4,299-100.0% |
| Participant deferral / active EE | $16,585 | $5,394+207.4% | - | $6,507+154.9% |
| Admin fee / account holder | $3,300 | $9,598-65.6% | - | $12,624-73.9% |