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 | $97,125-96.4% | $86,233-95.9% | $137,256-97.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 30.17% | 74.19%-44.0pp | 61.39%-31.2pp | 220.34%-190.2pp |
| Employer contribution / active EE | $372 | $2,841-86.9% | $2,504-85.1% | $4,156-91.0% |
| Participant deferral / active EE | $465 | $5,180-91.0% | $4,559-89.8% | $6,407-92.7% |
| Admin fee / account holder | $518 | $9,725-94.7% | $8,342-93.8% | $12,270-95.8% |