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.
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 | $132,720 | $72,400+83.3% | $67,502+96.6% | $145,922-9.0% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | -22.41% | 7182.46%-7204.9pp | 3512.12%-3534.5pp | 561.29%-583.7pp |
| Employer contribution / active EE | $2,028 | $3,069-33.9% | $2,731-25.8% | $4,660-56.5% |
| Participant deferral / active EE | $3,639 | $4,783-23.9% | $4,000-9.0% | $6,688-45.6% |
| Admin fee / account holder | $48,106 | $5,539+768.5% | $3,998+1103.4% | $13,397+259.1% |