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.
Employer 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 | $87,080 | $95,266-8.6% | $82,389+5.7% | $142,382-38.8% |
| Participation rate | 43.5% | 74.5%-31.0pp | 69.5%-26.1pp | 80.1%-36.6pp |
| Annual return | 8.76% | 25.74%-17.0pp | 28.67%-19.9pp | 217.08%-208.3pp |
| Employer contribution / active EE | $428 | $2,991-85.7% | $2,517-83.0% | $4,299-90.0% |
| Participant deferral / active EE | $2,990 | $4,809-37.8% | $4,155-28.0% | $6,507-54.1% |
| Admin fee / account holder | $31,891 | $8,563+272.4% | $7,231+341.1% | $12,624+152.6% |