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 | $11,838 | $86,699-86.3% | $73,307-83.9% | $125,391-90.6% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | 0.86% | 2.78%-1.9pp | 5.67%-4.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $175 | $5,550-96.9% | $4,991-96.5% | $5,352-96.7% |
| Admin fee / account holder | $41,749 | $7,771+437.2% | $5,637+640.7% | $9,540+337.6% |