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 | $26,758 | $74,888-64.3% | $71,209-62.4% | $142,382-81.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.1%-35.7pp |
| Annual return | 35.34% | 345.14%-309.8pp | 282.51%-247.2pp | 217.08%-181.7pp |
| Employer contribution / active EE | $119 | $2,854-95.8% | $2,721-95.6% | $4,299-97.2% |
| Participant deferral / active EE | $6,965 | $4,454+56.4% | $4,175+66.8% | $6,507+7.0% |
| Admin fee / account holder | $339 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |