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 | $2,440 | $68,097-96.4% | $62,929-96.1% | $137,256-98.2% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 178.48% | 1859.11%-1680.6pp | 1063.93%-885.4pp | 220.34%-41.9pp |
| Employer contribution / active EE | $358 | $2,811-87.3% | $2,505-85.7% | $4,156-91.4% |
| Participant deferral / active EE | $566 | $4,553-87.6% | $3,888-85.4% | $6,407-91.2% |
| Admin fee / account holder | $730 | $6,521-88.8% | $5,065-85.6% | $12,270-94.0% |