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 | $1,004 | $117,983-99.1% | $101,794-99.0% | $142,382-99.3% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.2%-37.9pp | 80.1%-48.9pp |
| Annual return | 8.75% | 36.92%-28.2pp | 30.53%-21.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $575 | $4,714-87.8% | $4,084-85.9% | $6,507-91.2% |
| Admin fee / account holder | $3,422 | $10,433-67.2% | $8,777-61.0% | $12,624-72.9% |