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 | $9,925 | $80,717-87.7% | $154,803-93.6% | $84,808-88.3% |
| Participation rate | 21.7% | 66.8%-45.1pp | 78.1%-56.3pp | 68.3%-46.6pp |
| Annual return | 22.48% | 37.96%-15.5pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,229 | $2,761-55.5% | $4,305-71.5% | $2,631-53.3% |
| Participant deferral / active EE | $384 | $3,303-88.4% | $5,540-93.1% | $4,212-90.9% |
| Admin fee / account holder | $866 | $6,746-87.2% | $14,329-94.0% | $7,344-88.2% |