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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,776 | $80,717-92.8% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 2.9% | 66.8%-63.9pp | 78.1%-75.1pp | 68.3%-65.4pp |
| Annual return | 9.04% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $40 | $3,303-98.8% | $5,540-99.3% | $4,212-99.1% |
| Admin fee / account holder | $560 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |