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 | $50,103 | $63,703-21.3% | $93,063-46.2% | $82,448-39.2% |
| Participation rate | 38.2% | 63.8%-25.6pp | 72.1%-33.9pp | 68.1%-29.8pp |
| Annual return | 27.87% | -775.43%+803.3pp | 34.15%-6.3pp | 41.64%-13.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,685 | $2,919+471.6% | $3,958+321.5% | $4,139+303.1% |
| Admin fee / account holder | $11,247 | $5,982+88.0% | $6,033+86.4% | $7,234+55.5% |