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 | $29,247 | $127,065-77.0% | $113,168-74.2% | $142,382-79.5% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,425 | $5,716-75.1% | $5,107-72.1% | $6,507-78.1% |
| Admin fee / account holder | $4,655 | $15,736-70.4% | $12,068-61.4% | $12,624-63.1% |