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 | $6,168 | $127,065-95.1% | $113,168-94.5% | $142,382-95.7% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 10.46% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,780 | $5,716-51.4% | $5,107-45.6% | $6,507-57.3% |
| Admin fee / account holder | $1,024 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |