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 | $10,342 | $111,754-90.7% | $103,333-90.0% | $145,922-92.9% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 41.44% | 24.77%+16.7pp | 24.88%+16.6pp | 561.29%-519.8pp |
| Employer contribution / active EE | $310 | $4,212-92.6% | $3,868-92.0% | $4,660-93.3% |
| Participant deferral / active EE | $2,975 | $5,619-47.1% | $5,057-41.2% | $6,688-55.5% |
| Admin fee / account holder | $972 | $9,750-90.0% | $8,355-88.4% | $13,397-92.7% |