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 | $19,602 | $214,378-90.9% | $200,582-90.2% | $142,382-86.2% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 24.02% | 46.41%-22.4pp | 42.33%-18.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $983 | $6,841-85.6% | $6,419-84.7% | $4,299-77.1% |
| Participant deferral / active EE | $4,215 | $9,865-57.3% | $9,331-54.8% | $6,507-35.2% |
| Admin fee / account holder | $933 | $17,692-94.7% | $16,305-94.3% | $12,624-92.6% |