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 | $183,592-57.2% | $155,567-49.5% | $145,959-46.1% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 20.40% | 61.24%-40.8pp | 64.74%-44.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $564 | $5,315-89.4% | $4,674-87.9% | $4,661-87.9% |
| Participant deferral / active EE | $14,106 | $6,464+118.2% | $5,628+150.6% | $6,689+110.9% |
| Admin fee / account holder | $515 | $19,318-97.3% | $15,916-96.8% | $13,398-96.2% |