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.
Participant 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 | $110,572 | $167,484-34.0% | $151,611-27.1% | $134,475-17.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -5.14% | 7.80%-12.9pp | 3.33%-8.5pp | 417.96%-423.1pp |
| Employer contribution / active EE | $2,271 | $6,829-66.8% | $6,166-63.2% | $4,740-52.1% |
| Participant deferral / active EE | $2,271 | $8,986-74.7% | $8,363-72.9% | $6,400-64.5% |
| Admin fee / account holder | $52,447 | $13,783+280.5% | $11,616+351.5% | $11,426+359.0% |