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 | $113,975 | $30,400+274.9% | $53,898+111.5% | $84,808+34.4% |
| Participation rate | 9.7% | 46.4%-36.8pp | 55.0%-45.3pp | 68.3%-58.6pp |
| Annual return | 9.28% | 500.19%-490.9pp | 528.60%-519.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $42 | $603-93.0% | $932-95.5% | $2,631-98.4% |
| Participant deferral / active EE | $627 | $1,199-47.7% | $1,826-65.7% | $4,212-85.1% |
| Admin fee / account holder | $85,084 | $1,993+4168.5% | $2,491+3315.9% | $7,344+1058.6% |