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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,403 | $169,032-63.1% | $129,207-51.7% | $145,922-57.2% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 10.25% | 14330.11%-14319.9pp | 9417.33%-9407.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $191 | $5,537-96.5% | $4,153-95.4% | $4,660-95.9% |
| Participant deferral / active EE | $1,041 | $4,987-79.1% | $4,168-75.0% | $6,688-84.4% |
| Admin fee / account holder | $886 | $9,954-91.1% | $7,715-88.5% | $13,397-93.4% |