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 | $18,401 | $214,378-91.4% | $200,582-90.8% | $142,382-87.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.15% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $869 | $6,841-87.3% | $6,419-86.5% | $4,299-79.8% |
| Participant deferral / active EE | $3,094 | $9,865-68.6% | $9,331-66.8% | $6,507-52.5% |
| Admin fee / account holder | $659 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |