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 | $24,157 | $201,259-88.0% | $184,200-86.9% | $145,959-83.4% |
| Participation rate | 57.1% | 87.5%-30.4pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 24.98% | 28.98%-4.0pp | 28.80%-3.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $1,291 | $7,018-81.6% | $6,424-79.9% | $4,661-72.3% |
| Participant deferral / active EE | $4,674 | $9,806-52.3% | $9,132-48.8% | $6,689-30.1% |
| Admin fee / account holder | $639 | $16,372-96.1% | $13,907-95.4% | $13,398-95.2% |