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 | $35,285 | $102,245-65.5% | $89,340-60.5% | $137,256-74.3% |
| Participation rate | 12.5% | 74.9%-62.4pp | 69.6%-57.1pp | 80.0%-67.5pp |
| Annual return | 10.67% | 21.89%-11.2pp | 20.57%-9.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $480 | $2,529-81.0% | $2,231-78.5% | $4,156-88.5% |
| Participant deferral / active EE | $551 | $4,436-87.6% | $3,823-85.6% | $6,407-91.4% |
| Admin fee / account holder | $9,759 | $8,085+20.7% | $6,704+45.6% | $12,270-20.5% |