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 | $20,963 | $80,717-74.0% | $154,803-86.5% | $84,808-75.3% |
| Participation rate | 20.6% | 66.8%-46.2pp | 78.1%-57.5pp | 68.3%-47.7pp |
| Annual return | 11.43% | 37.96%-26.5pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,936 | $3,303-41.4% | $5,540-65.1% | $4,212-54.0% |
| Admin fee / account holder | $7,266 | $6,746+7.7% | $14,329-49.3% | $7,344-1.1% |