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 | $2,892 | $201,272-98.6% | $184,203-98.4% | $145,922-98.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 0.00% | 29.00%-29.0pp | 28.81%-28.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,719 | $7,022-75.5% | $6,427-73.3% | $4,660-63.1% |
| Participant deferral / active EE | $2,146 | $9,806-78.1% | $9,131-76.5% | $6,688-67.9% |
| Admin fee / account holder | $1,101 | $16,364-93.3% | $13,901-92.1% | $13,397-91.8% |