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 | $10,175 | $109,881-90.7% | $150,045-93.2% | $84,808-88.0% |
| Participation rate | 55.4% | 76.1%-20.7pp | 82.3%-26.9pp | 68.3%-12.9pp |
| Annual return | 20.67% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,289 | $6,636-50.4% | $7,997-58.9% | $4,212-21.9% |
| Admin fee / account holder | $2,541 | $8,568-70.3% | $13,435-81.1% | $7,344-65.4% |