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 8-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 | $25,952 | $198,836-86.9% | $103,333-74.9% | - |
| Participation rate | 64.6% | 60.8%+3.8pp | 74.5%-9.9pp | - |
| Annual return | 10.70% | 12.43%-1.7pp | 24.88%-14.2pp | - |
| Employer contribution / active EE | $854 | $2,607-67.3% | $3,868-77.9% | - |
| Participant deferral / active EE | $2,443 | $3,407-28.3% | $5,057-51.7% | - |
| Admin fee / account holder | $309 | $10,004-96.9% | $8,355-96.3% | - |