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 | $16,445 | $109,982-85.0% | $97,226-83.1% | $145,922-88.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 21.35% | 242.90%-221.6pp | 75.13%-53.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $986 | $3,084-68.0% | $2,729-63.9% | $4,660-78.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,061 | $6,221-82.9% | $5,654-81.2% | $13,397-92.1% |