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 | $4,206 | $108,919-96.1% | $100,391-95.8% | $145,922-97.1% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,190 | $4,419-73.1% | $3,942-69.8% | $4,660-74.5% |
| Participant deferral / active EE | $2,071 | $8,445-75.5% | $8,082-74.4% | $6,688-69.0% |
| Admin fee / account holder | $889 | $9,689-90.8% | $7,899-88.7% | $13,397-93.4% |