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 | $25,700 | $129,095-80.1% | $184,200-86.0% | $77,671-66.9% |
| Participation rate | 11.6% | 87.3%-75.8pp | 86.8%-75.2pp | 70.6%-59.0pp |
| Annual return | 0.00% | 33.29%-33.3pp | 28.80%-28.8pp | 31.21%-31.2pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,424-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $192 | $7,300-97.4% | $9,132-97.9% | $4,648-95.9% |
| Admin fee / account holder | $1,081 | $256+322.7% | $13,907-92.2% | $430+151.2% |