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 | $7,217 | $183,519-96.1% | $155,509-95.4% | $145,922-95.1% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 12.64% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $896 | $5,313-83.1% | $4,672-80.8% | $4,660-80.8% |
| Participant deferral / active EE | $2,024 | $6,462-68.7% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $703 | $19,313-96.4% | $15,912-95.6% | $13,397-94.8% |