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 | $812 | $48,795-98.3% | $65,493-98.8% | $84,808-99.0% |
| Participation rate | 54.8% | 67.0%-12.1pp | 73.1%-18.3pp | 68.3%-13.5pp |
| Annual return | 24.46% | 20.20%+4.3pp | 982.45%-958.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $811 | $2,928-72.3% | $3,961-79.5% | $4,212-80.7% |
| Admin fee / account holder | $1,319 | $3,877-66.0% | $5,028-73.8% | $7,344-82.0% |