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 | $119,164 | $49,915+138.7% | $154,803-23.0% | $74,304+60.4% |
| Participation rate | 9.9% | 54.0%-44.1pp | 78.1%-68.2pp | 60.3%-50.4pp |
| Annual return | 12.97% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $135 | $1,611-91.6% | $4,305-96.9% | $2,241-94.0% |
| Participant deferral / active EE | $670 | $2,255-70.3% | $5,540-87.9% | $3,767-82.2% |
| Admin fee / account holder | $322 | $2,189-85.3% | $14,329-97.8% | $2,969-89.1% |