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.
Participant 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 | $48,470 | $80,717-40.0% | $154,803-68.7% | $84,808-42.8% |
| Participation rate | 4.0% | 66.8%-62.8pp | 78.1%-74.1pp | 68.3%-64.3pp |
| Annual return | 2.72% | 37.96%-35.2pp | 58.88%-56.2pp | 40.90%-38.2pp |
| Employer contribution / active EE | $1,000 | $2,761-63.8% | $4,305-76.8% | $2,631-62.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,008 | $6,746-70.2% | $14,329-86.0% | $7,344-72.7% |