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 | $12,930 | $81,446-84.1% | $103,374-87.5% | $80,874-84.0% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 17.65% | 25.57%-7.9pp | 24.89%-7.2pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,041 | $3,107-66.5% | $3,869-73.1% | $2,756-62.2% |
| Participant deferral / active EE | $1,239 | $3,870-68.0% | $5,058-75.5% | $4,297-71.2% |
| Admin fee / account holder | $372 | $6,715-94.5% | $8,394-95.6% | $6,935-94.6% |