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 | $36,544 | $127,065-71.2% | $113,168-67.7% | $142,382-74.3% |
| Participation rate | 37.5% | 79.2%-41.7pp | 76.6%-39.1pp | 80.1%-42.6pp |
| Annual return | 1.00% | 24.03%-23.0pp | 24.27%-23.3pp | 217.08%-216.1pp |
| Employer contribution / active EE | $692 | $3,442-79.9% | $2,975-76.8% | $4,299-83.9% |
| Participant deferral / active EE | $4,969 | $5,716-13.1% | $5,107-2.7% | $6,507-23.6% |
| Admin fee / account holder | $30,873 | $15,736+96.2% | $12,068+155.8% | $12,624+144.6% |