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 | $26,732 | $178,174-85.0% | $156,181-82.9% | $137,256-80.5% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 9.55% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,738 | $6,888-74.8% | $6,132-71.7% | $6,407-72.9% |
| Admin fee / account holder | $10,603 | $17,404-39.1% | $14,586-27.3% | $12,270-13.6% |