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 | $62,684 | $59,402+5.5% | $93,654-33.1% | $74,546-15.9% |
| Participation rate | 45.5% | 59.7%-14.2pp | 68.7%-23.3pp | 67.2%-21.8pp |
| Annual return | 7.54% | 81.86%-74.3pp | 133.34%-125.8pp | 1366.03%-1358.5pp |
| Employer contribution / active EE | $190 | $1,265-85.0% | $2,421-92.2% | $2,624-92.8% |
| Participant deferral / active EE | $2,543 | $3,049-16.6% | $4,413-42.4% | $4,347-41.5% |
| Admin fee / account holder | $65,244 | $3,023+2058.5% | $8,282+687.8% | $1,944+3256.9% |