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 | $71,568 | $80,673-11.3% | $101,326-29.4% | $84,808-15.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 81.5%-31.5pp | 68.3%-18.3pp |
| Annual return | 10.44% | 38.95%-28.5pp | 36.82%-26.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $9 | $2,698-99.7% | $3,665-99.8% | $2,631-99.7% |
| Participant deferral / active EE | $3,968 | $6,840-42.0% | $7,994-50.4% | $4,212-5.8% |
| Admin fee / account holder | $47,209 | $12,784+269.3% | $11,185+322.1% | $7,344+542.8% |