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 | $5,563 | $87,013-93.6% | $106,213-94.8% | $80,856-93.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.6%-24.8pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.14%-101.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,137 | $3,986-46.4% | $5,016-57.4% | $4,296-50.3% |
| Admin fee / account holder | $1,068 | $8,431-87.3% | $11,033-90.3% | $6,918-84.6% |