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 | $6,075 | $53,516-88.6% | $126,539-95.2% | $84,808-92.8% |
| Participation rate | 11.3% | 58.2%-46.9pp | 69.8%-58.5pp | 68.3%-57.0pp |
| Annual return | 0.00% | 58.34%-58.3pp | 425.95%-425.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $350 | $1,535-77.2% | $3,674-90.5% | $2,631-86.7% |
| Participant deferral / active EE | $350 | $2,671-86.9% | $4,083-91.4% | $4,212-91.7% |
| Admin fee / account holder | $774 | $4,497-82.8% | $6,065-87.2% | $7,344-89.5% |