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 | $24,477 | $106,584-77.0% | $101,326-75.8% | $142,382-82.8% |
| Participation rate | 64.7% | 82.7%-18.0pp | 81.5%-16.8pp | 80.1%-15.4pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,393 | $8,297+37.3% | $7,994+42.5% | $6,507+75.1% |
| Admin fee / account holder | $1,815 | $11,446-84.1% | $11,185-83.8% | $12,624-85.6% |