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 | $1,620 | $51,638-96.9% | $68,368-97.6% | $82,448-98.0% |
| Participation rate | 36.7% | 63.6%-26.9pp | 73.8%-37.1pp | 68.1%-31.4pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $344 | $2,047-83.2% | $2,649-87.0% | $2,551-86.5% |
| Participant deferral / active EE | $372 | $2,914-87.2% | $4,123-91.0% | $4,139-91.0% |
| Admin fee / account holder | $5,938 | $4,643+27.9% | $5,150+15.3% | $7,234-17.9% |