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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,610 | $214,378-95.5% | $200,582-95.2% | $142,382-93.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 86.9%-23.2pp | 80.1%-16.5pp |
| Annual return | -4.34% | 46.41%-50.7pp | 42.33%-46.7pp | 217.08%-221.4pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,357 | $9,865-55.8% | $9,331-53.3% | $6,507-33.0% |
| Admin fee / account holder | $1,245 | $17,692-93.0% | $16,305-92.4% | $12,624-90.1% |