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 | $493 | $97,125-99.5% | $86,233-99.4% | $137,256-99.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 8.51% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,022 | $2,841-64.0% | $2,504-59.2% | $4,156-75.4% |
| Participant deferral / active EE | $480 | $5,180-90.7% | $4,559-89.5% | $6,407-92.5% |
| Admin fee / account holder | $915 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |