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 | $2,265 | $58,627-96.1% | $76,735-97.0% | $82,448-97.3% |
| Participation rate | 45.3% | 63.2%-17.9pp | 69.5%-24.2pp | 68.1%-22.7pp |
| Annual return | 5.71% | 39.10%-33.4pp | 29.77%-24.1pp | 41.64%-35.9pp |
| Employer contribution / active EE | $844 | $1,729-51.2% | $2,454-65.6% | $2,551-66.9% |
| Participant deferral / active EE | $24 | $3,134-99.2% | $4,088-99.4% | $4,139-99.4% |
| Admin fee / account holder | $482 | $5,323-90.9% | $7,189-93.3% | $7,234-93.3% |