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 | $15,956 | $95,453-83.3% | $112,040-85.8% | $82,448-80.6% |
| Participation rate | 48.3% | 72.8%-24.4pp | 76.5%-28.2pp | 68.1%-19.7pp |
| Annual return | 16.28% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $688 | $2,318-70.3% | $2,954-76.7% | $2,551-73.0% |
| Participant deferral / active EE | $846 | $4,224-80.0% | $5,098-83.4% | $4,139-79.6% |
| Admin fee / account holder | $6,312 | $9,013-30.0% | $12,098-47.8% | $7,234-12.8% |