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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,299 | $55,415+32.3% | $155,509-52.9% | $74,495-1.6% |
| Participation rate | 13.7% | 61.9%-48.2pp | 78.2%-64.5pp | 67.2%-53.5pp |
| Annual return | 9.28% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $622 | $2,836-78.1% | $5,626-89.0% | $4,346-85.7% |
| Admin fee / account holder | $1,035 | $1,738-40.5% | $15,912-93.5% | $1,942-46.7% |