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 | $24,954 | $74,888-66.7% | $71,209-65.0% | $142,382-82.5% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.1%-67.6pp |
| Annual return | -90.74% | 345.14%-435.9pp | 282.51%-373.2pp | 217.08%-307.8pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,938 | $4,454-34.1% | $4,175-29.6% | $6,507-54.9% |
| Admin fee / account holder | $17,702 | $5,568+217.9% | $5,349+231.0% | $12,624+40.2% |