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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,155 | $159,934-26.7% | $147,005-20.3% | $145,959-19.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.49% | 98.24%-93.8pp | 418.76%-414.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $642 | $5,287-87.9% | $4,934-87.0% | $4,661-86.2% |
| Participant deferral / active EE | $14,167 | $8,427+68.1% | $8,070+75.6% | $6,689+111.8% |
| Admin fee / account holder | $752 | $15,053-95.0% | $13,006-94.2% | $13,398-94.4% |