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 | $213,285 | $179,726+18.7% | $156,263+36.5% | $142,382+49.8% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.9%-40.4pp | 80.1%-41.7pp |
| Annual return | 19.58% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $654 | $5,069-87.1% | $4,333-84.9% | $4,299-84.8% |
| Participant deferral / active EE | $3,919 | $6,956-43.7% | $6,158-36.4% | $6,507-39.8% |
| Admin fee / account holder | $5,298 | $17,272-69.3% | $14,255-62.8% | $12,624-58.0% |