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 | $11,823 | $77,503-84.7% | $100,391-88.2% | $80,856-85.4% |
| Participation rate | 47.2% | 76.9%-29.7pp | 81.5%-34.3pp | 67.6%-20.4pp |
| Annual return | 17.01% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,029 | $2,801-63.2% | $3,942-73.9% | $2,755-62.6% |
| Participant deferral / active EE | $1,878 | $6,820-72.5% | $8,082-76.8% | $4,296-56.3% |
| Admin fee / account holder | $422 | $5,897-92.8% | $7,899-94.7% | $6,918-93.9% |