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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $433 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 23.8% | 63.7%-39.9pp | 55.0%-31.2pp | 80.1%-56.3pp |
| Annual return | 5.82% | 619.81%-614.0pp | 528.60%-522.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $35 | $1,202-97.1% | $932-96.3% | $4,299-99.2% |
| Participant deferral / active EE | $75 | $2,364-96.8% | $1,826-95.9% | $6,507-98.9% |
| Admin fee / account holder | $651 | $2,852-77.2% | $2,491-73.9% | $12,624-94.8% |