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 | $23,951 | $179,726-86.7% | $156,263-84.7% | $142,382-83.2% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.9%-20.1pp | 80.1%-21.3pp |
| Annual return | 15.89% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $385 | $5,069-92.4% | $4,333-91.1% | $4,299-91.0% |
| Participant deferral / active EE | $7,413 | $6,956+6.6% | $6,158+20.4% | $6,507+13.9% |
| Admin fee / account holder | $674 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |