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 | $1,011 | $80,717-98.7% | $154,803-99.3% | $84,808-98.8% |
| Participation rate | 64.3% | 66.8%-2.5pp | 78.1%-13.8pp | 68.3%-4.0pp |
| Annual return | 7.06% | 37.96%-30.9pp | 58.88%-51.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $398 | $2,761-85.6% | $4,305-90.8% | $2,631-84.9% |
| Participant deferral / active EE | $532 | $3,303-83.9% | $5,540-90.4% | $4,212-87.4% |
| Admin fee / account holder | $1,396 | $6,746-79.3% | $14,329-90.3% | $7,344-81.0% |