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 | $4,691 | $94,625-95.0% | $116,228-96.0% | $84,808-94.5% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.6%-9.6pp | 68.3%-3.3pp |
| Annual return | 25.40% | 20.40%+5.0pp | 90.06%-64.7pp | 40.90%-15.5pp |
| Employer contribution / active EE | $788 | $2,347-66.4% | $2,994-73.7% | $2,631-70.0% |
| Participant deferral / active EE | $1,410 | $3,972-64.5% | $4,953-71.5% | $4,212-66.5% |
| Admin fee / account holder | $414 | $10,091-95.9% | $11,989-96.5% | $7,344-94.4% |