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 | $3,512 | $100,773-96.5% | $88,946-96.1% | $142,382-97.5% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 30.17% | 70.18%-40.0pp | 57.82%-27.6pp | 217.08%-186.9pp |
| Employer contribution / active EE | $372 | $2,918-87.2% | $2,555-85.4% | $4,299-91.3% |
| Participant deferral / active EE | $465 | $5,230-91.1% | $4,581-89.8% | $6,507-92.8% |
| Admin fee / account holder | $518 | $9,693-94.7% | $8,261-93.7% | $12,624-95.9% |