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 | $48,447 | $163,101-70.3% | $136,749-64.6% | $142,382-66.0% |
| Participation rate | 22.7% | 78.2%-55.5pp | 72.1%-49.4pp | 80.1%-57.4pp |
| Annual return | 3.76% | 27.54%-23.8pp | 24.33%-20.6pp | 217.08%-213.3pp |
| Employer contribution / active EE | $537 | $4,117-87.0% | $3,400-84.2% | $4,299-87.5% |
| Participant deferral / active EE | $1,789 | $5,585-68.0% | $4,692-61.9% | $6,507-72.5% |
| Admin fee / account holder | $22,910 | $14,318+60.0% | $11,386+101.2% | $12,624+81.5% |