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 | $463 | $54,705-99.2% | $71,209-99.4% | $84,808-99.5% |
| Participation rate | 44.3% | 64.1%-19.8pp | 73.8%-29.4pp | 68.3%-24.0pp |
| Annual return | 5.24% | 35.90%-30.7pp | 282.51%-277.3pp | 40.90%-35.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $326 | $3,030-89.2% | $4,175-92.2% | $4,212-92.3% |
| Admin fee / account holder | $1,881 | $4,863-61.3% | $5,349-64.8% | $7,344-74.4% |