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 | $76,407-84.9% | $150,298-92.3% | $82,448-86.0% |
| Participation rate | 45.8% | 66.4%-20.6pp | 77.8%-31.9pp | 68.1%-22.2pp |
| Annual return | 1.04% | 39.99%-39.0pp | 62.79%-61.7pp | 41.64%-40.6pp |
| Employer contribution / active EE | $467 | $2,614-82.2% | $4,154-88.8% | $2,551-81.7% |
| Participant deferral / active EE | $345 | $3,214-89.3% | $5,453-93.7% | $4,139-91.7% |
| Admin fee / account holder | $19,497 | $6,352+206.9% | $14,116+38.1% | $7,234+169.5% |