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 | $4,336 | $124,425-96.5% | $112,040-96.1% | $137,256-96.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 39.05% | 24.72%+14.3pp | 24.52%+14.5pp | 220.34%-181.3pp |
| Employer contribution / active EE | $1,466 | $3,411-57.0% | $2,954-50.4% | $4,156-64.7% |
| Participant deferral / active EE | $1,516 | $5,718-73.5% | $5,098-70.3% | $6,407-76.3% |
| Admin fee / account holder | $737 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |