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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,254 | $91,552-26.5% | $133,956-49.8% | $79,858-15.8% |
| Participation rate | 51.6% | 73.3%-21.7pp | 79.8%-28.2pp | 69.6%-18.0pp |
| Annual return | 27.94% | 61.85%-33.9pp | 45.09%-17.2pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,387 | $2,384+0.1% | $3,919-39.1% | $2,471-3.4% |
| Participant deferral / active EE | $584 | $3,733-84.4% | $5,048-88.4% | $3,740-84.4% |
| Admin fee / account holder | $527 | $6,321-91.7% | $8,927-94.1% | $5,306-90.1% |