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 | $85,813 | $80,673+6.4% | $101,326-15.3% | $84,808+1.2% |
| Participation rate | 69.6% | 77.8%-8.2pp | 81.5%-11.9pp | 68.3%+1.3pp |
| Annual return | 15.62% | 38.95%-23.3pp | 36.82%-21.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,127 | $6,840-39.7% | $7,994-48.4% | $4,212-2.0% |
| Admin fee / account holder | $4,473 | $12,784-65.0% | $11,185-60.0% | $7,344-39.1% |