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 | $78,619 | $183,519-57.2% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 20.40% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $564 | $5,313-89.4% | $4,672-87.9% | $4,660-87.9% |
| Participant deferral / active EE | $14,106 | $6,462+118.3% | $5,626+150.7% | $6,688+110.9% |
| Admin fee / account holder | $515 | $19,313-97.3% | $15,912-96.8% | $13,397-96.2% |