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 | $5,909 | $57,057-89.6% | $85,009-93.0% | $80,874-92.7% |
| Participation rate | 14.1% | 56.4%-42.3pp | 67.5%-53.4pp | 67.6%-53.6pp |
| Annual return | 7.23% | 21.66%-14.4pp | 66.47%-59.2pp | 35.62%-28.4pp |
| Employer contribution / active EE | $356 | $1,799-80.2% | $2,728-87.0% | $2,756-87.1% |
| Participant deferral / active EE | $433 | $3,112-86.1% | $4,522-90.4% | $4,297-89.9% |
| Admin fee / account holder | $2,173 | $4,986-56.4% | $6,153-64.7% | $6,935-68.7% |