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 | $61,407 | $157,755-61.1% | $109,313-43.8% | - |
| Participation rate | 52.5% | 56.0%-3.5pp | 71.3%-18.7pp | - |
| Annual return | 9.36% | 5.09%+4.3pp | 22.07%-12.7pp | - |
| Employer contribution / active EE | $892 | $1,256-29.0% | $3,892-77.1% | - |
| Participant deferral / active EE | $3,567 | $2,072+72.1% | $3,166+12.6% | - |
| Admin fee / account holder | $466 | $7,421-93.7% | $5,666-91.8% | - |