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 | $88,634+0.1% | $101,326-12.4% | $74,304+19.4% |
| Participation rate | 25.9% | 76.9%-50.9pp | 81.5%-55.6pp | 60.3%-34.4pp |
| Annual return | 14.41% | 33.10%-18.7pp | 36.82%-22.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,055 | $7,322-71.9% | $7,994-74.3% | $3,767-45.4% |
| Admin fee / account holder | $10,051 | $2,425+314.4% | $11,185-10.1% | $2,969+238.5% |