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 | $4,569 | $42,886-89.3% | $88,946-94.9% | $85,563-94.7% |
| Participation rate | 14.8% | 37.9%-23.2pp | 68.8%-54.1pp | 66.0%-51.2pp |
| Annual return | 36.82% | 44.56%-7.7pp | 57.82%-21.0pp | 31.51%+5.3pp |
| Employer contribution / active EE | -$30 | $1,147-102.6% | $2,555-101.2% | $2,654-101.1% |
| Participant deferral / active EE | $284 | $2,108-86.5% | $4,581-93.8% | $4,375-93.5% |
| Admin fee / account holder | $371 | $2,263-83.6% | $8,261-95.5% | $834-55.6% |