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 | $3,588 | $31,310-88.5% | $53,898-93.3% | $74,304-95.2% |
| Participation rate | 5.8% | 30.7%-24.8pp | 55.0%-49.1pp | 60.3%-54.5pp |
| Annual return | 16.62% | 23.16%-6.5pp | 528.60%-512.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $144 | $934-84.6% | $1,826-92.1% | $3,767-96.2% |
| Admin fee / account holder | $1,284 | $2,175-41.0% | $2,491-48.4% | $2,969-56.7% |