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 | $34,916 | $64,480-45.8% | $81,382-57.1% | $80,856-56.8% |
| Participation rate | 67.4% | 63.9%+3.5pp | 69.5%-2.1pp | 67.6%-0.2pp |
| Annual return | 17.67% | 16.34%+1.3pp | 24.73%-7.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,849 | $3,094+24.4% | $3,883-0.9% | $4,296-10.4% |
| Admin fee / account holder | $2,120 | $5,671-62.6% | $5,768-63.3% | $6,918-69.4% |