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 | $106,584-75.2% | $101,326-74.0% | $142,382-81.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 81.5%-25.9pp | 80.1%-24.6pp |
| Annual return | 14.68% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,285 | $8,297-72.5% | $7,994-71.4% | $6,507-64.9% |
| Admin fee / account holder | $3,213 | $11,446-71.9% | $11,185-71.3% | $12,624-74.5% |