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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,988 | $30,400+100.6% | $53,898+13.2% | $84,808-28.1% |
| Participation rate | 1.1% | 46.4%-45.4pp | 55.0%-53.9pp | 68.3%-67.3pp |
| Annual return | 2.99% | 500.19%-497.2pp | 528.60%-525.6pp | 40.90%-37.9pp |
| Employer contribution / active EE | $45 | $603-92.5% | $932-95.1% | $2,631-98.3% |
| Participant deferral / active EE | $284 | $1,199-76.3% | $1,826-84.4% | $4,212-93.3% |
| Admin fee / account holder | $78,306 | $1,993+3828.4% | $2,491+3043.8% | $7,344+966.3% |