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 | $39,037 | $71,057-45.1% | $93,654-58.3% | $80,874-51.7% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.6%-31.9pp |
| Annual return | 16.42% | 11.26%+5.2pp | 133.34%-116.9pp | 35.62%-19.2pp |
| Employer contribution / active EE | $554 | $1,564-64.5% | $2,421-77.1% | $2,756-79.9% |
| Participant deferral / active EE | $810 | $4,034-79.9% | $4,413-81.6% | $4,297-81.1% |
| Admin fee / account holder | $20,980 | $6,944+202.1% | $8,282+153.3% | $6,935+202.5% |