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 | $119,439 | $88,672+34.7% | $105,223+13.5% | $82,448+44.9% |
| Participation rate | 37.7% | 67.9%-30.2pp | 75.0%-37.4pp | 68.1%-30.4pp |
| Annual return | -8.35% | 30.86%-39.2pp | 180.65%-189.0pp | 41.64%-50.0pp |
| Employer contribution / active EE | $137 | $3,048-95.5% | $3,689-96.3% | $2,551-94.6% |
| Participant deferral / active EE | $2,288 | $4,036-43.3% | $5,072-54.9% | $4,139-44.7% |
| Admin fee / account holder | $84,134 | $7,146+1077.3% | $8,859+849.7% | $7,234+1063.0% |