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 | $60,892-96.3% | $82,389-97.3% | $84,808-97.3% |
| Participation rate | 45.3% | 63.3%-17.9pp | 69.5%-24.2pp | 68.3%-23.0pp |
| Annual return | 5.71% | 37.29%-31.6pp | 28.67%-23.0pp | 40.90%-35.2pp |
| Employer contribution / active EE | $844 | $1,779-52.6% | $2,517-66.5% | $2,631-67.9% |
| Participant deferral / active EE | $24 | $3,179-99.2% | $4,155-99.4% | $4,212-99.4% |
| Admin fee / account holder | $482 | $5,467-91.2% | $7,231-93.3% | $7,344-93.4% |