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 | $26,732 | $73,787-63.8% | $98,716-72.9% | $82,448-67.6% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 16.71% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,580 | $3,081-48.7% | $4,048-61.0% | $4,139-61.8% |
| Admin fee / account holder | $429 | $6,500-93.4% | $8,703-95.1% | $7,234-94.1% |