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 | $70,645 | $71,050-0.6% | $93,606-24.5% | $80,856-12.6% |
| Participation rate | 21.5% | 60.4%-38.9pp | 68.7%-47.2pp | 67.6%-46.1pp |
| Annual return | 13.07% | 11.26%+1.8pp | 133.20%-120.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $108 | $1,564-93.1% | $2,420-95.6% | $2,755-96.1% |
| Participant deferral / active EE | $1,854 | $4,034-54.0% | $4,411-58.0% | $4,296-56.8% |
| Admin fee / account holder | $71,399 | $6,945+928.1% | $8,285+761.8% | $6,918+932.1% |