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 | $52,773 | $81,248-35.0% | $155,509-66.1% | $80,856-34.7% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.6%-9.9pp |
| Annual return | 143.12% | 33.31%+109.8pp | 64.67%+78.5pp | 35.59%+107.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,634 | $3,452+92.2% | $5,626+17.9% | $4,296+54.4% |
| Admin fee / account holder | $849 | $7,997-89.4% | $15,912-94.7% | $6,918-87.7% |