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 | $3,056 | $63,703-95.2% | $93,063-96.7% | $82,448-96.3% |
| Participation rate | 51.5% | 63.8%-12.3pp | 72.1%-20.6pp | 68.1%-16.6pp |
| Annual return | 33.38% | -775.43%+808.8pp | 34.15%-0.8pp | 41.64%-8.3pp |
| Employer contribution / active EE | $351 | $1,729-79.7% | $2,476-85.8% | $2,551-86.3% |
| Participant deferral / active EE | $744 | $2,919-74.5% | $3,958-81.2% | $4,139-82.0% |
| Admin fee / account holder | $326 | $5,982-94.6% | $6,033-94.6% | $7,234-95.5% |