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.
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 | $1,639 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | -52.60% | 353.14%-405.7pp | 292.57%-345.2pp | 220.34%-272.9pp |
| Employer contribution / active EE | $181 | $2,788-93.5% | $2,649-93.2% | $4,156-95.6% |
| Participant deferral / active EE | $941 | $4,410-78.7% | $4,123-77.2% | $6,407-85.3% |
| Admin fee / account holder | $1,473 | $5,336-72.4% | $5,150-71.4% | $12,270-88.0% |