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 | $15,877 | $83,369-81.0% | $105,223-84.9% | $67,986-76.6% |
| Participation rate | 41.9% | 56.3%-14.4pp | 75.0%-33.1pp | 57.2%-15.3pp |
| Annual return | 363.72% | 24.64%+339.1pp | 180.65%+183.1pp | 31.67%+332.1pp |
| Employer contribution / active EE | $822 | $2,541-67.6% | $3,689-77.7% | $2,019-59.3% |
| Participant deferral / active EE | $1,165 | $3,295-64.6% | $5,072-77.0% | $3,358-65.3% |
| Admin fee / account holder | $699 | $4,073-82.8% | $8,859-92.1% | $3,203-78.2% |