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 | $1,029 | $74,888-98.6% | $71,209-98.6% | $142,382-99.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 33.82% | 345.14%-311.3pp | 282.51%-248.7pp | 217.08%-183.3pp |
| Employer contribution / active EE | $455 | $2,854-84.1% | $2,721-83.3% | $4,299-89.4% |
| Participant deferral / active EE | $503 | $4,454-88.7% | $4,175-87.9% | $6,507-92.3% |
| Admin fee / account holder | $1,500 | $5,568-73.1% | $5,349-72.0% | $12,624-88.1% |