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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,180 | $84,556-20.5% | $116,228-42.2% | $74,304-9.6% |
| Participation rate | 40.5% | 66.0%-25.5pp | 74.6%-34.1pp | 60.3%-19.9pp |
| Annual return | 0.00% | 18.35%-18.4pp | 90.06%-90.1pp | 29.43%-29.4pp |
| Employer contribution / active EE | $631 | $2,168-70.9% | $2,994-78.9% | $2,241-71.8% |
| Participant deferral / active EE | $881 | $3,814-76.9% | $4,953-82.2% | $3,767-76.6% |
| Admin fee / account holder | $703 | $3,792-81.5% | $11,989-94.1% | $2,969-76.3% |