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 | $8,501 | $117,841-92.8% | $102,423-91.7% | $145,922-94.2% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | -8.28% | 31.65%-39.9pp | 29.32%-37.6pp | 561.29%-569.6pp |
| Employer contribution / active EE | $962 | $3,615-73.4% | $3,023-68.2% | $4,660-79.4% |
| Participant deferral / active EE | $1,203 | $5,731-79.0% | $5,053-76.2% | $6,688-82.0% |
| Admin fee / account holder | $667 | $13,326-95.0% | $9,451-92.9% | $13,397-95.0% |