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 | $269 | $30,400-99.1% | $53,898-99.5% | $84,808-99.7% |
| Participation rate | 0.0% | 46.4%-46.4pp | 55.0%-55.0pp | 68.3%-68.3pp |
| Annual return | -91.65% | 500.19%-591.8pp | 528.60%-620.3pp | 40.90%-132.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5 | $1,199-99.6% | $1,826-99.7% | $4,212-99.9% |
| Admin fee / account holder | $576 | $1,993-71.1% | $2,491-76.9% | $7,344-92.2% |