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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,037 | $101,724-69.5% | $164,813-81.2% | $80,856-61.6% |
| Participation rate | 53.7% | 71.8%-18.2pp | 78.6%-24.9pp | 67.6%-14.0pp |
| Annual return | 9.81% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $529 | $2,953-82.1% | $4,341-87.8% | $2,755-80.8% |
| Participant deferral / active EE | $2,118 | $4,477-52.7% | $6,031-64.9% | $4,296-50.7% |
| Admin fee / account holder | $3,672 | $8,227-55.4% | $12,690-71.1% | $6,918-46.9% |