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 | $11,026 | $154,228-92.9% | $145,433-92.4% | $137,256-92.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 831.48% | 74.59%+756.9pp | 66.58%+764.9pp | 220.34%+611.1pp |
| Employer contribution / active EE | $1,941 | $4,804-59.6% | $4,554-57.4% | $4,156-53.3% |
| Participant deferral / active EE | $2,103 | $8,216-74.4% | $7,897-73.4% | $6,407-67.2% |
| Admin fee / account holder | $1,968 | $14,344-86.3% | $13,129-85.0% | $12,270-84.0% |