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 | $11,574 | $80,717-85.7% | $154,803-92.5% | $84,808-86.4% |
| Participation rate | 45.8% | 66.8%-21.0pp | 78.1%-32.2pp | 68.3%-22.5pp |
| Annual return | 1.04% | 37.96%-36.9pp | 58.88%-57.8pp | 40.90%-39.9pp |
| Employer contribution / active EE | $467 | $2,761-83.1% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $345 | $3,303-89.6% | $5,540-93.8% | $4,212-91.8% |
| Admin fee / account holder | $19,497 | $6,746+189.0% | $14,329+36.1% | $7,344+165.5% |