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 | $14,364 | $51,878-72.3% | $68,368-79.0% | $79,634-82.0% |
| Participation rate | 15.7% | 53.7%-38.0pp | 73.8%-58.0pp | 62.5%-46.7pp |
| Annual return | 12.19% | 137.43%-125.2pp | 292.57%-280.4pp | 36.46%-24.3pp |
| Employer contribution / active EE | $73 | $1,931-96.2% | $2,649-97.3% | $2,529-97.1% |
| Participant deferral / active EE | $800 | $2,577-69.0% | $4,123-80.6% | $3,835-79.1% |
| Admin fee / account holder | $2,895 | $942+207.2% | $5,150-43.8% | $1,002+188.9% |