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 | $127,065-96.6% | $113,168-96.2% | $142,382-97.0% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 39.05% | 24.03%+15.0pp | 24.27%+14.8pp | 217.08%-178.0pp |
| Employer contribution / active EE | $1,466 | $3,442-57.4% | $2,975-50.7% | $4,299-65.9% |
| Participant deferral / active EE | $1,516 | $5,716-73.5% | $5,107-70.3% | $6,507-76.7% |
| Admin fee / account holder | $737 | $15,736-95.3% | $12,068-93.9% | $12,624-94.2% |