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 | $11,658 | $111,754-89.6% | $103,333-88.7% | $145,922-92.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $819 | $4,212-80.6% | $3,868-78.8% | $4,660-82.4% |
| Participant deferral / active EE | $7,020 | $5,619+24.9% | $5,057+38.8% | $6,688+5.0% |
| Admin fee / account holder | $471 | $9,750-95.2% | $8,355-94.4% | $13,397-96.5% |