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.)
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 | $43,907 | $148,978-70.5% | $200,582-78.1% | $84,808-48.2% |
| Participation rate | 66.1% | 84.2%-18.2pp | 86.9%-20.8pp | 68.3%-2.2pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,287 | $4,815-73.3% | $6,419-79.9% | $2,631-51.1% |
| Participant deferral / active EE | $3,387 | $7,142-52.6% | $9,331-63.7% | $4,212-19.6% |
| Admin fee / account holder | $3,112 | $13,977-77.7% | $16,305-80.9% | $7,344-57.6% |