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 | $39,830 | $127,065-68.7% | $113,168-64.8% | $142,382-72.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | -1.03% | 24.03%-25.1pp | 24.27%-25.3pp | 217.08%-218.1pp |
| Employer contribution / active EE | $1,448 | $3,442-57.9% | $2,975-51.3% | $4,299-66.3% |
| Participant deferral / active EE | $67 | $5,716-98.8% | $5,107-98.7% | $6,507-99.0% |
| Admin fee / account holder | $80,539 | $15,736+411.8% | $12,068+567.4% | $12,624+538.0% |