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 | $59,417+5.5% | $93,606-33.0% | $74,495-15.9% |
| Participation rate | 45.5% | 59.7%-14.2pp | 68.7%-23.3pp | 67.2%-21.7pp |
| Annual return | 7.54% | 81.83%-74.3pp | 133.20%-125.7pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $190 | $1,264-85.0% | $2,420-92.2% | $2,623-92.8% |
| Participant deferral / active EE | $2,543 | $3,050-16.6% | $4,411-42.4% | $4,346-41.5% |
| Admin fee / account holder | $65,244 | $3,021+2059.4% | $8,285+687.5% | $1,942+3260.1% |