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 | $22,398 | $50,982-56.1% | $154,803-85.5% | $85,563-73.8% |
| Participation rate | 22.5% | 59.8%-37.3pp | 78.1%-55.6pp | 66.0%-43.5pp |
| Annual return | 15.43% | 30.35%-14.9pp | 58.88%-43.5pp | 31.51%-16.1pp |
| Employer contribution / active EE | $171 | $1,708-90.0% | $4,305-96.0% | $2,654-93.6% |
| Participant deferral / active EE | $781 | $2,474-68.4% | $5,540-85.9% | $4,375-82.2% |
| Admin fee / account holder | $2,861 | $846+238.2% | $14,329-80.0% | $834+242.9% |