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 | $151,194 | $177,572-14.9% | $154,803-2.3% | $142,382+6.2% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.1%-23.1pp | 80.1%-25.1pp |
| Annual return | 11.11% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,884 | $6,272-70.0% | $5,540-66.0% | $6,507-71.0% |
| Admin fee / account holder | $1,926 | $16,786-88.5% | $14,329-86.6% | $12,624-84.7% |