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 | $16,392 | $78,976-79.2% | $100,383-83.7% | $74,546-78.0% |
| Participation rate | 63.5% | 79.5%-16.0pp | 81.5%-18.0pp | 67.2%-3.7pp |
| Annual return | 103.10% | 20.62%+82.5pp | 49.26%+53.8pp | 1366.03%-1262.9pp |
| Employer contribution / active EE | $1,698 | $3,019-43.7% | $3,944-56.9% | $2,624-35.3% |
| Participant deferral / active EE | $3,061 | $7,758-60.5% | $8,086-62.1% | $4,347-29.6% |
| Admin fee / account holder | $2,170 | $1,330+63.2% | $7,900-72.5% | $1,944+11.7% |