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 | $13,384 | $78,520-83.0% | $96,576-86.1% | $82,448-83.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 24.59% | 41.30%-16.7pp | 38.47%-13.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,961 | $6,754-41.4% | $7,956-50.2% | $4,139-4.3% |
| Admin fee / account holder | $1,048 | $13,455-92.2% | $11,381-90.8% | $7,234-85.5% |