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 | $119,733 | $52,681+127.3% | $75,781+58.0% | $59,632+100.8% |
| Participation rate | 22.2% | 67.2%-45.0pp | 75.8%-53.6pp | 68.7%-46.4pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,376 | $2,591-8.3% | $3,651-34.9% | $3,192-25.5% |
| Admin fee / account holder | $4,673 | $3,610+29.5% | $5,299-11.8% | $4,297+8.8% |