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 | $51,252 | $48,277+6.2% | $67,511-24.1% | $80,874-36.6% |
| Participation rate | 20.7% | 66.4%-45.7pp | 72.9%-52.2pp | 67.6%-47.0pp |
| Annual return | 10.24% | 18.27%-8.0pp | 3517.41%-3507.2pp | 35.62%-25.4pp |
| Employer contribution / active EE | $183 | $2,021-91.0% | $2,733-93.3% | $2,756-93.4% |
| Participant deferral / active EE | $1,438 | $2,926-50.9% | $4,000-64.1% | $4,297-66.5% |
| Admin fee / account holder | $16,191 | $3,687+339.1% | $3,999+304.9% | $6,935+133.5% |