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.
Employer 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 | $12,140 | $177,572-93.2% | $154,803-92.2% | $142,382-91.5% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 310.48% | 65.07%+245.4pp | 58.88%+251.6pp | 217.08%+93.4pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,097 | $6,272-50.6% | $5,540-44.1% | $6,507-52.4% |
| Admin fee / account holder | $313 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |