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 | $2,020 | $93,024-97.8% | $77,024-97.4% | $134,475-98.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -13.15% | 62.60%-75.7pp | 42.32%-55.5pp | 417.96%-431.1pp |
| Employer contribution / active EE | $463 | $3,418-86.5% | $2,812-83.6% | $4,740-90.2% |
| Participant deferral / active EE | $463 | $5,238-91.2% | $4,426-89.6% | $6,400-92.8% |
| Admin fee / account holder | $2,097 | $6,944-69.8% | $5,425-61.3% | $11,426-81.6% |