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 | $6,655 | $83,902-92.1% | $167,512-96.0% | $84,808-92.2% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.1%-14.6pp | 68.3%-5.8pp |
| Annual return | 19.99% | 91.55%-71.6pp | 1615.79%-1595.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $947 | $2,264-58.2% | $3,882-75.6% | $2,631-64.0% |
| Participant deferral / active EE | $1,367 | $4,442-69.2% | $6,405-78.7% | $4,212-67.5% |
| Admin fee / account holder | $1,152 | $7,915-85.4% | $9,769-88.2% | $7,344-84.3% |