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 | $4,543 | $183,592-97.5% | $155,567-97.1% | $145,959-96.9% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $316 | $5,315-94.0% | $4,674-93.2% | $4,661-93.2% |
| Participant deferral / active EE | $2,106 | $6,464-67.4% | $5,628-62.6% | $6,689-68.5% |
| Admin fee / account holder | $414 | $19,318-97.9% | $15,916-97.4% | $13,398-96.9% |