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 | $46,931 | $64,480-27.2% | $81,382-42.3% | $80,856-42.0% |
| Participation rate | 31.3% | 63.9%-32.5pp | 69.5%-38.1pp | 67.6%-36.3pp |
| Annual return | 38.74% | 16.34%+22.4pp | 24.73%+14.0pp | 35.59%+3.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,842 | $3,094-40.5% | $3,883-52.6% | $4,296-57.1% |
| Admin fee / account holder | $457 | $5,671-91.9% | $5,768-92.1% | $6,918-93.4% |