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 | $70,756-96.6% | $65,493-96.3% | $142,382-98.3% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.1%-40.1pp |
| Annual return | 178.48% | 1754.89%-1576.4pp | 982.45%-804.0pp | 217.08%-38.6pp |
| Employer contribution / active EE | $358 | $2,881-87.6% | $2,574-86.1% | $4,299-91.7% |
| Participant deferral / active EE | $566 | $4,637-87.8% | $3,961-85.7% | $6,507-91.3% |
| Admin fee / account holder | $730 | $6,559-88.9% | $5,028-85.5% | $12,624-94.2% |