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 | $24,648 | $179,726-86.3% | $156,263-84.2% | $142,382-82.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | -12.26% | 77.86%-90.1pp | 59.47%-71.7pp | 217.08%-229.3pp |
| Employer contribution / active EE | $1,670 | $5,069-67.1% | $4,333-61.5% | $4,299-61.2% |
| Participant deferral / active EE | $7,422 | $6,956+6.7% | $6,158+20.5% | $6,507+14.1% |
| Admin fee / account holder | $3,144 | $17,272-81.8% | $14,255-77.9% | $12,624-75.1% |