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.
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.)
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 | $9,701 | $71,057-86.3% | $93,654-89.6% | $80,874-88.0% |
| Participation rate | 15.2% | 60.4%-45.3pp | 68.7%-53.6pp | 67.6%-52.5pp |
| Annual return | -45.56% | 11.26%-56.8pp | 133.34%-178.9pp | 35.62%-81.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,063 | $4,034-73.6% | $4,413-75.9% | $4,297-75.3% |
| Admin fee / account holder | $11,373 | $6,944+63.8% | $8,282+37.3% | $6,935+64.0% |