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 | $2,915 | $72,400-96.0% | $67,502-95.7% | $145,922-98.0% |
| Participation rate | 26.7% | 76.9%-50.2pp | 72.9%-46.2pp | 80.3%-53.6pp |
| Annual return | 18.04% | 7182.46%-7164.4pp | 3512.12%-3494.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $392 | $4,783-91.8% | $4,000-90.2% | $6,688-94.1% |
| Admin fee / account holder | $478 | $5,539-91.4% | $3,998-88.1% | $13,397-96.4% |