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 | $2,856 | $100,773-97.2% | $88,946-96.8% | $142,382-98.0% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 33.51% | 70.18%-36.7pp | 57.82%-24.3pp | 217.08%-183.6pp |
| Employer contribution / active EE | $619 | $2,918-78.8% | $2,555-75.8% | $4,299-85.6% |
| Participant deferral / active EE | $796 | $5,230-84.8% | $4,581-82.6% | $6,507-87.8% |
| Admin fee / account holder | $872 | $9,693-91.0% | $8,261-89.4% | $12,624-93.1% |