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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,890 | $101,618-86.3% | $93,063-85.1% | $137,256-89.9% |
| Participation rate | 44.4% | 74.9%-30.5pp | 72.1%-27.7pp | 80.0%-35.5pp |
| Annual return | -28.57% | 223.95%-252.5pp | 34.15%-62.7pp | 220.34%-248.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,192 | $4,279-2.0% | $3,958+5.9% | $6,407-34.6% |
| Admin fee / account holder | $3,520 | $6,198-43.2% | $6,033-41.7% | $12,270-71.3% |