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 | $33,594 | $71,050-52.7% | $93,606-64.1% | $80,856-58.5% |
| Participation rate | 25.5% | 60.4%-34.9pp | 68.7%-43.2pp | 67.6%-42.1pp |
| Annual return | 7.72% | 11.26%-3.5pp | 133.20%-125.5pp | 35.59%-27.9pp |
| Employer contribution / active EE | $492 | $1,564-68.5% | $2,420-79.6% | $2,755-82.1% |
| Participant deferral / active EE | $854 | $4,034-78.8% | $4,411-80.6% | $4,296-80.1% |
| Admin fee / account holder | $907 | $6,945-86.9% | $8,285-89.1% | $6,918-86.9% |