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 | $27,113 | $80,673-66.4% | $101,326-73.2% | $84,808-68.0% |
| Participation rate | 58.0% | 77.8%-19.8pp | 81.5%-23.5pp | 68.3%-10.3pp |
| Annual return | 19.32% | 38.95%-19.6pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,344 | $6,840-36.5% | $7,994-45.7% | $4,212+3.1% |
| Admin fee / account holder | $2,618 | $12,784-79.5% | $11,185-76.6% | $7,344-64.3% |