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 | $80,812-87.3% | $160,784-93.6% | $82,448-87.5% |
| Participation rate | 30.3% | 66.2%-35.9pp | 77.0%-46.7pp | 68.1%-37.8pp |
| Annual return | 28.39% | 100.59%-72.2pp | 1803.92%-1775.5pp | 41.64%-13.2pp |
| Employer contribution / active EE | $835 | $2,174-61.6% | $3,733-77.6% | $2,551-67.3% |
| Participant deferral / active EE | $1,227 | $4,335-71.7% | $6,293-80.5% | $4,139-70.4% |
| Admin fee / account holder | $457 | $7,695-94.1% | $9,717-95.3% | $7,234-93.7% |