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 | $89,753+33.1% | $107,525+11.1% | $84,808+40.8% |
| Participation rate | 37.7% | 68.1%-30.4pp | 75.1%-37.4pp | 68.3%-30.6pp |
| Annual return | -8.35% | 29.48%-37.8pp | 181.32%-189.7pp | 40.90%-49.2pp |
| Employer contribution / active EE | $137 | $3,113-95.6% | $3,754-96.3% | $2,631-94.8% |
| Participant deferral / active EE | $2,288 | $4,056-43.6% | $5,116-55.3% | $4,212-45.7% |
| Admin fee / account holder | $84,134 | $7,222+1065.0% | $8,919+843.3% | $7,344+1045.6% |