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 | $98,139 | $111,754-12.2% | $103,333-5.0% | $145,922-32.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.64% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $778 | $4,212-81.5% | $3,868-79.9% | $4,660-83.3% |
| Participant deferral / active EE | $5,125 | $5,619-8.8% | $5,057+1.3% | $6,688-23.4% |
| Admin fee / account holder | $573 | $9,750-94.1% | $8,355-93.1% | $13,397-95.7% |