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 | $6,853 | $22,126-69.0% | - | $80,856-91.5% |
| Participation rate | 1.2% | 45.9%-44.7pp | - | 67.6%-66.5pp |
| Annual return | -47.71% | 12.16%-59.9pp | - | 35.59%-83.3pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | - | $2,755-100.0% |
| Participant deferral / active EE | $54 | $1,384-96.1% | - | $4,296-98.7% |
| Admin fee / account holder | $2,337 | $1,828+27.8% | - | $6,918-66.2% |