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 | $24,161 | $51,878-53.4% | $68,368-64.7% | $79,634-69.7% |
| Participation rate | 10.5% | 53.7%-43.2pp | 73.8%-63.2pp | 62.5%-51.9pp |
| Annual return | 21.65% | 137.43%-115.8pp | 292.57%-270.9pp | 36.46%-14.8pp |
| Employer contribution / active EE | $81 | $1,931-95.8% | $2,649-96.9% | $2,529-96.8% |
| Participant deferral / active EE | $614 | $2,577-76.2% | $4,123-85.1% | $3,835-84.0% |
| Admin fee / account holder | $1,774 | $942+88.3% | $5,150-65.6% | $1,002+77.1% |