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 | $54,663 | $177,572-69.2% | $154,803-64.7% | $142,382-61.6% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $278 | $4,810-94.2% | $4,305-93.6% | $4,299-93.5% |
| Participant deferral / active EE | $5,175 | $6,272-17.5% | $5,540-6.6% | $6,507-20.5% |
| Admin fee / account holder | $336 | $16,786-98.0% | $14,329-97.7% | $12,624-97.3% |