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 | $42,594 | $76,659-44.4% | $64,105-33.6% | - |
| Participation rate | 38.4% | 58.6%-20.2pp | 68.2%-29.8pp | - |
| Annual return | -1.99% | -9.24%+7.3pp | 791.24%-793.2pp | - |
| Employer contribution / active EE | $531 | $711-25.4% | $1,820-70.8% | - |
| Participant deferral / active EE | $2,656 | $2,144+23.9% | $2,822-5.9% | - |
| Admin fee / account holder | $4,697 | $5,491-14.5% | $4,499+4.4% | - |