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 | $26,389 | $100,970-73.9% | $96,576-72.7% | $137,256-80.8% |
| Participation rate | 55.6% | 82.6%-27.1pp | 81.4%-25.9pp | 80.0%-24.4pp |
| Annual return | 14.68% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,285 | $8,286-72.4% | $7,956-71.3% | $6,407-64.3% |
| Admin fee / account holder | $3,213 | $11,312-71.6% | $11,381-71.8% | $12,270-73.8% |