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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,688 | $96,484-29.8% | $156,263-56.7% | $74,304-8.9% |
| Participation rate | 26.2% | 67.7%-41.5pp | 78.9%-52.7pp | 60.3%-34.2pp |
| Annual return | 11.80% | 17.73%-5.9pp | 59.47%-47.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $764 | $2,528-69.8% | $4,333-82.4% | $2,241-65.9% |
| Participant deferral / active EE | $1,527 | $4,286-64.4% | $6,158-75.2% | $3,767-59.5% |
| Admin fee / account holder | $2,469 | $3,728-33.8% | $14,255-82.7% | $2,969-16.8% |