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 | $209,336-96.4% | $197,124-96.2% | $137,256-94.5% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 57.20% | 48.09%+9.1pp | 44.34%+12.9pp | 220.34%-163.1pp |
| Employer contribution / active EE | $3,329 | $6,591-49.5% | $6,227-46.5% | $4,156-19.9% |
| Participant deferral / active EE | $800 | $9,614-91.7% | $9,135-91.2% | $6,407-87.5% |
| Admin fee / account holder | $319 | $17,308-98.2% | $16,298-98.0% | $12,270-97.4% |