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 | $11,000 | $81,446-86.5% | $103,374-89.4% | $80,874-86.4% |
| Participation rate | 28.6% | 66.9%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 13.26% | 25.57%-12.3pp | 24.89%-11.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $561 | $3,107-82.0% | $3,869-85.5% | $2,756-79.7% |
| Participant deferral / active EE | $2,037 | $3,870-47.4% | $5,058-59.7% | $4,297-52.6% |
| Admin fee / account holder | $474 | $6,715-92.9% | $8,394-94.3% | $6,935-93.2% |