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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,429 | $80,717-92.0% | $154,803-95.8% | $84,808-92.4% |
| Participation rate | 7.7% | 66.8%-59.1pp | 78.1%-70.4pp | 68.3%-60.6pp |
| Annual return | -123.99% | 37.96%-162.0pp | 58.88%-182.9pp | 40.90%-164.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $883 | $3,303-73.3% | $5,540-84.1% | $4,212-79.0% |
| Admin fee / account holder | $7,654 | $6,746+13.5% | $14,329-46.6% | $7,344+4.2% |