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 | $22,552 | $89,248-74.7% | $136,007-83.4% | $74,546-69.7% |
| Participation rate | 19.8% | 69.4%-49.6pp | 76.5%-56.7pp | 67.2%-47.4pp |
| Annual return | 12.96% | 22.76%-9.8pp | 579.32%-566.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $812 | $2,838-71.4% | $4,215-80.7% | $2,624-69.1% |
| Participant deferral / active EE | $1,184 | $4,598-74.2% | $7,024-83.1% | $4,347-72.8% |
| Admin fee / account holder | $1,197 | $1,545-22.5% | $6,858-82.5% | $1,944-38.4% |