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 | $35,549 | $102,317-65.3% | $146,958-75.8% | $80,856-56.0% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 15.44% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $7,324 | $3,713+97.2% | $4,933+48.5% | $2,755+165.9% |
| Participant deferral / active EE | $2,022 | $6,644-69.6% | $8,070-74.9% | $4,296-52.9% |
| Admin fee / account holder | $2,917 | $7,941-63.3% | $12,998-77.6% | $6,918-57.8% |