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 | $117,155 | $159,901-26.7% | $146,958-20.3% | $145,922-19.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.49% | 98.13%-93.6pp | 418.34%-413.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $642 | $5,286-87.9% | $4,933-87.0% | $4,660-86.2% |
| Participant deferral / active EE | $14,167 | $8,428+68.1% | $8,070+75.5% | $6,688+111.8% |
| Admin fee / account holder | $752 | $15,044-95.0% | $12,998-94.2% | $13,397-94.4% |