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 | $4,046 | $95,266-95.8% | $82,389-95.1% | $142,382-97.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | -29.20% | 25.74%-54.9pp | 28.67%-57.9pp | 217.08%-246.3pp |
| Employer contribution / active EE | $739 | $2,991-75.3% | $2,517-70.7% | $4,299-82.8% |
| Participant deferral / active EE | $855 | $4,809-82.2% | $4,155-79.4% | $6,507-86.9% |
| Admin fee / account holder | $1,096 | $8,563-87.2% | $7,231-84.8% | $12,624-91.3% |