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 | $1,361 | $127,065-98.9% | $113,168-98.8% | $142,382-99.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 24.09% | 24.03%+0.1pp | 24.27%-0.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $933 | $3,442-72.9% | $2,975-68.7% | $4,299-78.3% |
| Participant deferral / active EE | $1,122 | $5,716-80.4% | $5,107-78.0% | $6,507-82.8% |
| Admin fee / account holder | $2,259 | $15,736-85.6% | $12,068-81.3% | $12,624-82.1% |