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.
Employer 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 | $8,212 | $117,859-93.0% | $102,438-92.0% | $145,959-94.4% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 22.33% | 31.72%-9.4pp | 29.37%-7.0pp | 561.95%-539.6pp |
| Employer contribution / active EE | $664 | $3,615-81.6% | $3,024-78.1% | $4,661-85.8% |
| Participant deferral / active EE | $3,472 | $5,732-39.4% | $5,054-31.3% | $6,689-48.1% |
| Admin fee / account holder | $542 | $13,318-95.9% | $9,448-94.3% | $13,398-96.0% |