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 | $76,869 | $87,013-11.7% | $106,213-27.6% | $80,856-4.9% |
| Participation rate | 31.0% | 70.4%-39.5pp | 75.3%-44.3pp | 67.6%-36.7pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.14%-116.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $681 | $2,395-71.6% | $3,171-78.5% | $2,755-75.3% |
| Participant deferral / active EE | $1,313 | $3,986-67.1% | $5,016-73.8% | $4,296-69.4% |
| Admin fee / account holder | $2,558 | $8,431-69.7% | $11,033-76.8% | $6,918-63.0% |