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 | $18,675 | $133,922-86.1% | $116,228-83.9% | $142,382-86.9% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.6%-48.5pp | 80.1%-54.0pp |
| Annual return | 2.17% | 147.76%-145.6pp | 90.06%-87.9pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,023 | $3,446-70.3% | $2,994-65.8% | $4,299-76.2% |
| Participant deferral / active EE | $1,063 | $5,672-81.3% | $4,953-78.5% | $6,507-83.7% |
| Admin fee / account holder | $171,118 | $14,945+1045.0% | $11,989+1327.3% | $12,624+1255.5% |