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.)
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 | $10,332 | $117,859-91.2% | $102,438-89.9% | $145,959-92.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 57.91% | 31.72%+26.2pp | 29.37%+28.5pp | 561.95%-504.0pp |
| Employer contribution / active EE | $1,261 | $3,615-65.1% | $3,024-58.3% | $4,661-72.9% |
| Participant deferral / active EE | $1,311 | $5,732-77.1% | $5,054-74.1% | $6,689-80.4% |
| Admin fee / account holder | $2,024 | $13,318-84.8% | $9,448-78.6% | $13,398-84.9% |