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 | $3,186 | $70,756-95.5% | $65,493-95.1% | $142,382-97.8% |
| Participation rate | 46.7% | 77.4%-30.7pp | 73.1%-26.4pp | 80.1%-33.5pp |
| Annual return | 8.33% | 1754.89%-1746.6pp | 982.45%-974.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $465 | $2,881-83.9% | $2,574-81.9% | $4,299-89.2% |
| Participant deferral / active EE | $582 | $4,637-87.4% | $3,961-85.3% | $6,507-91.1% |
| Admin fee / account holder | $1,197 | $6,559-81.8% | $5,028-76.2% | $12,624-90.5% |