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.
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.)
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 | $12,690 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 29.30% | 74.59%-45.3pp | 66.58%-37.3pp | 220.34%-191.0pp |
| Employer contribution / active EE | $723 | $4,804-84.9% | $4,554-84.1% | $4,156-82.6% |
| Participant deferral / active EE | $3,342 | $8,216-59.3% | $7,897-57.7% | $6,407-47.8% |
| Admin fee / account holder | $339 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |