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 | $2,604 | $85,022-96.9% | $70,515-96.3% | $139,434-98.1% |
| Participation rate | 18.2% | 73.9%-55.7pp | 68.3%-50.2pp | 80.3%-62.1pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $565 | $3,909-85.5% | $2,973-81.0% | $4,751-88.1% |
| Participant deferral / active EE | $839 | $5,890-85.8% | $4,567-81.6% | $6,710-87.5% |
| Admin fee / account holder | $5,577 | $8,906-37.4% | $6,412-13.0% | $11,403-51.1% |