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 | $186,760 | $177,572+5.2% | $154,803+20.6% | $142,382+31.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 14.26% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $829 | $4,810-82.8% | $4,305-80.8% | $4,299-80.7% |
| Participant deferral / active EE | $4,932 | $6,272-21.4% | $5,540-11.0% | $6,507-24.2% |
| Admin fee / account holder | $452 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |