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 | $70,606-96.2% | $53,898-95.0% | $142,382-98.1% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | -16.47% | 619.81%-636.3pp | 528.60%-545.1pp | 217.08%-233.5pp |
| Employer contribution / active EE | $113 | $1,202-90.6% | $932-87.8% | $4,299-97.4% |
| Participant deferral / active EE | $156 | $2,364-93.4% | $1,826-91.4% | $6,507-97.6% |
| Admin fee / account holder | $1,482 | $2,852-48.0% | $2,491-40.5% | $12,624-88.3% |