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 | $34,494 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 11.70% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,218 | $4,810-74.7% | $4,305-71.7% | $4,299-71.7% |
| Participant deferral / active EE | $1,102 | $6,272-82.4% | $5,540-80.1% | $6,507-83.1% |
| Admin fee / account holder | $110,330 | $16,786+557.3% | $14,329+670.0% | $12,624+774.0% |