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 | $5,398 | $58,208-90.7% | $81,812-93.4% | $80,856-93.3% |
| Participation rate | 41.2% | 63.4%-22.2pp | 72.3%-31.2pp | 67.6%-26.5pp |
| Annual return | 12.44% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $947 | $3,281-71.1% | $4,319-78.1% | $4,296-78.0% |
| Admin fee / account holder | $332 | $4,981-93.3% | $7,386-95.5% | $6,918-95.2% |