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 | $141 | $127,065-99.9% | $113,168-99.9% | $142,382-99.9% |
| Participation rate | 28.6% | 79.2%-50.6pp | 76.6%-48.0pp | 80.1%-51.5pp |
| Annual return | -5.46% | 24.03%-29.5pp | 24.27%-29.7pp | 217.08%-222.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $132 | $5,716-97.7% | $5,107-97.4% | $6,507-98.0% |
| Admin fee / account holder | $2,370 | $15,736-84.9% | $12,068-80.4% | $12,624-81.2% |