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.
Employer 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 | $46,384 | $117,841-60.6% | $102,423-54.7% | $145,922-68.2% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 7.30% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $750 | $3,615-79.3% | $3,023-75.2% | $4,660-83.9% |
| Participant deferral / active EE | $4,423 | $5,731-22.8% | $5,053-12.5% | $6,688-33.9% |
| Admin fee / account holder | $41,552 | $13,326+211.8% | $9,451+339.7% | $13,397+210.2% |