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.
Participant 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 | $84,454 | $102,317-17.5% | $146,958-42.5% | $80,856+4.4% |
| Participation rate | 28.6% | 75.8%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 14.79% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,779 | $3,713-25.2% | $4,933-43.7% | $2,755+0.9% |
| Participant deferral / active EE | $1,044 | $6,644-84.3% | $8,070-87.1% | $4,296-75.7% |
| Admin fee / account holder | $815 | $7,941-89.7% | $12,998-93.7% | $6,918-88.2% |