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 | $36,136 | $74,927-51.8% | $101,794-64.5% | $84,808-57.4% |
| Participation rate | 57.9% | 61.4%-3.5pp | 69.2%-11.3pp | 68.3%-10.4pp |
| Annual return | 90.43% | 18.70%+71.7pp | 30.53%+59.9pp | 40.90%+49.5pp |
| Employer contribution / active EE | $161 | $1,522-89.4% | $2,289-93.0% | $2,631-93.9% |
| Participant deferral / active EE | $1,428 | $3,099-53.9% | $4,084-65.0% | $4,212-66.1% |
| Admin fee / account holder | $20,445 | $6,514+213.9% | $8,777+132.9% | $7,344+178.4% |