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 | $7,276 | $44,897-83.8% | $84,966-91.4% | $199,593-96.4% |
| Participation rate | 3.3% | 45.7%-42.4pp | 67.5%-64.2pp | 72.0%-68.6pp |
| Annual return | 2.94% | 20.96%-18.0pp | 66.38%-63.4pp | 34.25%-31.3pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $84 | $2,668-96.9% | $4,519-98.2% | $5,087-98.4% |
| Admin fee / account holder | $2,774 | $584+374.8% | $6,149-54.9% | $269+931.8% |