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 | $2,821 | $101,763-97.2% | $164,866-98.3% | $80,874-96.5% |
| Participation rate | 3.3% | 71.8%-68.5pp | 78.6%-75.3pp | 67.6%-64.3pp |
| Annual return | 0.00% | 16.73%-16.7pp | 69.97%-70.0pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $136 | $4,477-97.0% | $6,033-97.8% | $4,297-96.8% |
| Admin fee / account holder | $1,376 | $8,228-83.3% | $12,689-89.2% | $6,935-80.2% |