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 | $17,056 | $185,822-90.8% | $169,993-90.0% | $139,434-87.8% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 22.89% | 60.50%-37.6pp | 53.37%-30.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,328 | $7,590-82.5% | $6,785-80.4% | $4,751-72.1% |
| Participant deferral / active EE | $3,247 | $11,622-72.1% | $10,408-68.8% | $6,710-51.6% |
| Admin fee / account holder | $2,314 | $15,381-85.0% | $12,815-81.9% | $11,403-79.7% |