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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,626 | $95,803-1.2% | $113,168-16.4% | $84,808+11.6% |
| Participation rate | 68.0% | 72.9%-4.9pp | 76.6%-8.6pp | 68.3%-0.3pp |
| Annual return | 8.85% | 25.00%-16.2pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $415 | $2,360-82.4% | $2,975-86.0% | $2,631-84.2% |
| Participant deferral / active EE | $3,774 | $4,242-11.0% | $5,107-26.1% | $4,212-10.4% |
| Admin fee / account holder | $43,799 | $8,989+387.3% | $12,068+262.9% | $7,344+496.4% |