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 | $86,760 | $183,519-52.7% | $155,509-44.2% | $145,922-40.5% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.78% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $482 | $5,313-90.9% | $4,672-89.7% | $4,660-89.7% |
| Participant deferral / active EE | $5,935 | $6,462-8.2% | $5,626+5.5% | $6,688-11.3% |
| Admin fee / account holder | $669 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |