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 | $97,269 | $114,381-15.0% | $107,525-9.5% | $142,382-31.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 21.93% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $682 | $4,015-83.0% | $3,754-81.8% | $4,299-84.1% |
| Participant deferral / active EE | $5,435 | $5,564-2.3% | $5,116+6.2% | $6,507-16.5% |
| Admin fee / account holder | $406 | $9,860-95.9% | $8,919-95.4% | $12,624-96.8% |