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.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,287 | $159,901-97.3% | $146,958-97.1% | $145,922-97.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | -12.63% | 98.13%-110.8pp | 418.34%-431.0pp | 561.29%-573.9pp |
| Employer contribution / active EE | $1,609 | $5,286-69.6% | $4,933-67.4% | $4,660-65.5% |
| Participant deferral / active EE | $1,609 | $8,428-80.9% | $8,070-80.1% | $6,688-75.9% |
| Admin fee / account holder | $3,120 | $15,044-79.3% | $12,998-76.0% | $13,397-76.7% |