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 | $5,301 | $30,400-82.6% | $53,898-90.2% | $84,808-93.7% |
| Participation rate | 38.6% | 46.4%-7.8pp | 55.0%-16.3pp | 68.3%-29.7pp |
| Annual return | 37.06% | 500.19%-463.1pp | 528.60%-491.5pp | 40.90%-3.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,305 | $1,199+8.9% | $1,826-28.5% | $4,212-69.0% |
| Admin fee / account holder | $308 | $1,993-84.6% | $2,491-87.6% | $7,344-95.8% |