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 | $88,735 | $82,879+7.1% | $96,576-8.1% | $67,986+30.5% |
| Participation rate | 25.9% | 75.2%-49.2pp | 81.4%-55.5pp | 57.2%-31.3pp |
| Annual return | 14.41% | 36.90%-22.5pp | 38.47%-24.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,055 | $6,976-70.5% | $7,956-74.2% | $3,358-38.8% |
| Admin fee / account holder | $10,051 | $2,783+261.1% | $11,381-11.7% | $3,203+213.8% |