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 | $29,319+288.7% | $52,425+117.4% | $82,448+38.2% |
| Participation rate | 9.7% | 46.9%-37.2pp | 55.6%-45.9pp | 68.1%-58.4pp |
| Annual return | 9.28% | 535.20%-525.9pp | 302.12%-292.8pp | 41.64%-32.4pp |
| Employer contribution / active EE | $42 | $586-92.8% | $914-95.4% | $2,551-98.3% |
| Participant deferral / active EE | $627 | $1,171-46.5% | $1,790-65.0% | $4,139-84.9% |
| Admin fee / account holder | $85,084 | $1,962+4236.3% | $2,495+3310.3% | $7,234+1076.1% |