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 | $12,100 | $102,317-88.2% | $146,958-91.8% | $80,856-85.0% |
| Participation rate | 36.5% | 75.8%-39.4pp | 82.2%-45.7pp | 67.6%-31.2pp |
| Annual return | 44.18% | 134.76%-90.6pp | 418.34%-374.2pp | 35.59%+8.6pp |
| Employer contribution / active EE | $969 | $3,713-73.9% | $4,933-80.4% | $2,755-64.8% |
| Participant deferral / active EE | $1,831 | $6,644-72.4% | $8,070-77.3% | $4,296-57.4% |
| Admin fee / account holder | $546 | $7,941-93.1% | $12,998-95.8% | $6,918-92.1% |