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 | $7,532 | $214,378-96.5% | $200,582-96.2% | $142,382-94.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 57.20% | 46.41%+10.8pp | 42.33%+14.9pp | 217.08%-159.9pp |
| Employer contribution / active EE | $3,329 | $6,841-51.3% | $6,419-48.1% | $4,299-22.6% |
| Participant deferral / active EE | $800 | $9,865-91.9% | $9,331-91.4% | $6,507-87.7% |
| Admin fee / account holder | $319 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |