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 | $25,468 | $56,317-54.8% | $71,209-64.2% | $74,304-65.7% |
| Participation rate | 16.9% | 55.1%-38.2pp | 73.8%-56.9pp | 60.3%-43.5pp |
| Annual return | 12.72% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $135 | $2,160-93.7% | $2,721-95.0% | $2,241-94.0% |
| Participant deferral / active EE | $630 | $2,788-77.4% | $4,175-84.9% | $3,767-83.3% |
| Admin fee / account holder | $980 | $2,290-57.2% | $5,349-81.7% | $2,969-67.0% |