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 | $30,282 | $81,248-62.7% | $155,509-80.5% | $80,856-62.5% |
| Participation rate | 42.3% | 66.2%-24.0pp | 78.2%-35.9pp | 67.6%-25.4pp |
| Annual return | 11.27% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $757 | $3,100-75.6% | $4,672-83.8% | $2,755-72.5% |
| Participant deferral / active EE | $618 | $3,452-82.1% | $5,626-89.0% | $4,296-85.6% |
| Admin fee / account holder | $5,330 | $7,997-33.3% | $15,912-66.5% | $6,918-22.9% |