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 | $20,854 | $106,584-80.4% | $101,326-79.4% | $142,382-85.4% |
| Participation rate | 61.5% | 82.7%-21.1pp | 81.5%-20.0pp | 80.1%-18.6pp |
| Annual return | 29.75% | 36.93%-7.2pp | 36.82%-7.1pp | 217.08%-187.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,834 | $8,297+30.6% | $7,994+35.5% | $6,507+66.5% |
| Admin fee / account holder | $1,742 | $11,446-84.8% | $11,185-84.4% | $12,624-86.2% |