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 | $94,651 | $189,613-50.1% | $167,512-43.5% | $142,382-33.5% |
| Participation rate | 28.6% | 80.1%-51.6pp | 77.1%-48.5pp | 80.1%-51.5pp |
| Annual return | 14.86% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,055 | $6,981-56.2% | $6,405-52.3% | $6,507-53.1% |
| Admin fee / account holder | $1,292 | $10,528-87.7% | $9,769-86.8% | $12,624-89.8% |