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 | $65,202 | $74,888-12.9% | $71,209-8.4% | $142,382-54.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 8.39% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $30 | $2,854-98.9% | $2,721-98.9% | $4,299-99.3% |
| Participant deferral / active EE | $1,000 | $4,454-77.5% | $4,175-76.0% | $6,507-84.6% |
| Admin fee / account holder | $2,311 | $5,568-58.5% | $5,349-56.8% | $12,624-81.7% |