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 | $40,885 | $101,724-59.8% | $164,813-75.2% | $80,856-49.4% |
| Participation rate | 46.2% | 71.8%-25.7pp | 78.6%-32.4pp | 67.6%-21.5pp |
| Annual return | 11.63% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $865 | $4,477-80.7% | $6,031-85.7% | $4,296-79.9% |
| Admin fee / account holder | $26,132 | $8,227+217.6% | $12,690+105.9% | $6,918+277.7% |