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 | $113,542 | $95,803+18.5% | $113,168+0.3% | $84,808+33.9% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | 11.50% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $526 | $2,360-77.7% | $2,975-82.3% | $2,631-80.0% |
| Participant deferral / active EE | $2,423 | $4,242-42.9% | $5,107-52.6% | $4,212-42.5% |
| Admin fee / account holder | $3,346 | $8,989-62.8% | $12,068-72.3% | $7,344-54.4% |