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 | $10,278 | $83,902-87.7% | $167,512-93.9% | $84,808-87.9% |
| Participation rate | 30.3% | 66.5%-36.2pp | 77.1%-46.8pp | 68.3%-38.0pp |
| Annual return | 28.39% | 91.55%-63.2pp | 1615.79%-1587.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $835 | $2,264-63.1% | $3,882-78.5% | $2,631-68.3% |
| Participant deferral / active EE | $1,227 | $4,442-72.4% | $6,405-80.8% | $4,212-70.9% |
| Admin fee / account holder | $457 | $7,915-94.2% | $9,769-95.3% | $7,344-93.8% |