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 | $18,983 | $87,013-78.2% | $106,213-82.1% | $80,856-76.5% |
| Participation rate | 20.8% | 70.4%-49.6pp | 75.3%-54.4pp | 67.6%-46.8pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.14%-116.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $644 | $2,395-73.1% | $3,171-79.7% | $2,755-76.6% |
| Participant deferral / active EE | $2,941 | $3,986-26.2% | $5,016-41.4% | $4,296-31.5% |
| Admin fee / account holder | $687 | $8,431-91.9% | $11,033-93.8% | $6,918-90.1% |