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 | $2,716 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | -16.47% | 219.11%-235.6pp | 302.12%-318.6pp | 220.34%-236.8pp |
| Employer contribution / active EE | $113 | $1,163-90.2% | $914-87.6% | $4,156-97.3% |
| Participant deferral / active EE | $156 | $2,288-93.2% | $1,790-91.3% | $6,407-97.6% |
| Admin fee / account holder | $1,482 | $2,844-47.9% | $2,495-40.6% | $12,270-87.9% |