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 | $208,499 | $114,381+82.3% | $107,525+93.9% | $142,382+46.4% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 18.37% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $657 | $4,015-83.6% | $3,754-82.5% | $4,299-84.7% |
| Participant deferral / active EE | $2,234 | $5,564-59.9% | $5,116-56.3% | $6,507-65.7% |
| Admin fee / account holder | $8,920 | $9,860-9.5% | $8,9190% | $12,624-29.3% |